Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mech is an Investment Advisor Representative with The Caprock Group, LLC. William has been in the industry since January 2017. The Caprock Group, LLC is a Registered Investment Advisor with approximately $9,361,493,116 in regulatory assets under management. They primarily serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. William's specializations include wealth management and consulting, financial planning, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
10/15/2018 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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