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STANDPOINT ASSET MANAGEMENT, LLC
STANDPOINT ASSET MANAGEMENT, LLC
SCOTTSDALE, Arizona
·
5 registered advisors
·
CRD# 305155
SEC# 801-117365
0
(602) 688-2918
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at STANDPOINT ASSET MANAGEMENT, LLC
5 registered advisors
Courtney Stover
SCOTTSDALE, Arizona
CRD# 6435666
Eric Ryan Crittenden
SCOTTSDALE, Arizona
CRD# 4489481
Matthew Aaron Kaplan
SCOTTSDALE, Arizona
CRD# 6435639
Shawn Serikov
SCOTTSDALE, Arizona
CRD# 7165170
William Forrest Bologna
SCOTTSDALE, Arizona
CRD# 6454966
05
Office Locations
SCOTTSDALE, Arizona
5 advisors
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Data sourced from SEC Form ADV filings. STANDPOINT ASSET MANAGEMENT, LLC (CRD# 305155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.