Treasure Valley/Boise Metro Investment Management & Advisory Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
UBS Financial Services Inc.
UBS Financial Services Inc.
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1161 W. River St., Ste. 340
Boise, ID 83702 7065
Michael SpeidelMichael Speidel
Work Phone: (208) 947-2006(208) 947-2006
Member Since: 2009
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
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225 N. 9th St., Ste. 700
Boise, ID 83702
Mr. Aaron DykasMr. Aaron Dykas
Work Phone: (208) 338-3111(208) 338-3111
Member Since: 1987
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The Caprock Group, LLC
The Caprock Group, LLC
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800 W. Main St., Ste. 1150
Boise, ID 83702
Mr. William GilbertMr. William Gilbert
Work Phone: (208) 368-9600(208) 368-9600
Member Since: 2020
TwitterLinkedIn
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Epic Capital Funds
Epic Capital Funds
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1880 S. Cobalt Point Way, Ste. 300
Meridian, ID 83642
Mr. Richard JarvisMr. Richard Jarvis
Work Phone: (208) 918-5800(208) 918-5800
Member Since: 2025
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
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888 S.W. 5th Ave., Ste. 1200
Portland, OR 97204
Work Phone: (800) 327-5765(800) 327-5765
Member Since: 2011
We provide customized investment strategies and services for individuals and families, nonprofits and retirement plans. Privately owned in the Pacific Northwest since 1975.
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Berkadia
Berkadia
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800 W. Main St., Ste. 1410
Boise, ID 83702
Work Phone: (208) 207-8624(208) 207-8624
Member Since: 2024
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Trail Creek Advisors
Trail Creek Advisors
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Boise, ID
Work Phone: (208) 559-6250(208) 559-6250
Member Since: 2024
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Raymond James & Associates
Raymond James & Associates
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950 W. Bannock St., Ste. 700
Boise, ID 83702
Mr. Todd LovellMr. Todd Lovell
Work Phone: (208) 908-6140(208) 908-6140
Member Since: 2019
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Becker Capital Management
Becker Capital Management
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702 W. Idaho St., Ste. 11-K
Boise, ID 83702
Pat Becker Jr.Pat Becker Jr.
Work Phone: (503) 223-1720(503) 223-1720
Member Since: 2025
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Buffington Mohr McNeal
Buffington Mohr McNeal
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802 W. Bannock St., Ste. 100
Boise, ID 83702
Mr. Bruce MohrMr. Bruce Mohr
Work Phone: (208) 338-5551(208) 338-5551
Member Since: 1997
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CVC Capital Partners
CVC Capital Partners
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101 S. Capitol Blvd., Ste. 1203
Boise, ID 83702
Mr. Brad WiskirchenMr. Brad Wiskirchen
Work Phone: (208) 890-9992(208) 890-9992
Member Since: 2023
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R|W Investment Management
R|W Investment Management
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1028 S. Bridgeway Pl., Ste. 200
Eagle, ID 83616
Mr. Ryan Warwick, CFAMr. Ryan Warwick, CFA
Work Phone: (208) 333-1433(208) 333-1433
Member Since: 2024
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​1101 W. Front St., Suite 100
​Boise, Idaho 83702
​Phone: (208) 472-5200
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Email: [email protected]
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