Unclaimed Profile

William Forrest Bologna

STANDPOINT ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona

Series 65Clean record11 years registeredSTANDPOINT ASSET MANAGEMENT, LLC

4250 N DRINKWATER BLVD, SCOTTSDALE, AZ 85251CRD# 6454966Firm CRD# 305155

Profile Verification

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

Identity

William Forrest Bologna · SCOTTSDALE, AZ

Registration

CRD #6454966 · STANDPOINT ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STANDPOINT ASSET MANAGEMENT, LLC

LONGBOARD ASSET MANAGEMENT

Apr 2015 – Jul 2017

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 10, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANDPOINT ASSET MANAGEMENT, LLC

CRD 305155 · SEC 801-117365

AUM

$1.0B

Regulatory assets under management

Employees

1 client accounts

Services offered by STANDPOINT ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at STANDPOINT ASSET MANAGEMENT, LLC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Forrest Bologna offer?

William Forrest Bologna specializes in Investment Management, Fee-Only Advisory.

What are William Forrest Bologna's credentials?

William Forrest Bologna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Forrest Bologna located?

William Forrest Bologna is based in SCOTTSDALE, Arizona, last registered with STANDPOINT ASSET MANAGEMENT, LLC.

How does William Forrest Bologna charge for services?

William Forrest Bologna'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →