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William Forrest Bologna

STANDPOINT ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona
Clean recordSTANDPOINT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Forrest Bologna 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
STANDPOINT ASSET MANAGEMENT, LLC
STANDPOINT ASSET MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STANDPOINT ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6454966
Firm CRD# 305155
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Forrest Bologna offer?
William Forrest Bologna specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
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, working with STANDPOINT ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
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.
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Other Advisors at STANDPOINT ASSET MANAGEMENT, LLC

Eric Ryan Crittenden
SCOTTSDALE, AZ
Shawn Serikov
SCOTTSDALE, AZ
Matthew Aaron Kaplan
SCOTTSDALE, AZ
Courtney Stover
SCOTTSDALE, AZ

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Research
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