Unclaimed Profile

Matthew Aaron Kaplan

STANDPOINT ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona

Clean recordSTANDPOINT ASSET MANAGEMENT, LLC

4250 N DRINKWATER BLVD, SCOTTSDALE, AZ 85251CRD# 6435639Firm CRD# 305155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Aaron Kaplan · SCOTTSDALE, AZ

Registration

CRD #6435639 · STANDPOINT ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Aaron Kaplan is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STANDPOINT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

STANDPOINT ASSET MANAGEMENT, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STANDPOINT ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6435639

Firm CRD# 305155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Aaron Kaplan offer?

Matthew Aaron Kaplan specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Matthew Aaron Kaplan's credentials?

Matthew Aaron Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Aaron Kaplan located?

Matthew Aaron Kaplan is based in SCOTTSDALE, Arizona, working with STANDPOINT ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Matthew Aaron Kaplan charge for services?

Matthew Aaron Kaplan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANDPOINT ASSET MANAGEMENT, LLC?

STANDPOINT ASSET MANAGEMENT, LLC has approximately 7 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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