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STANDPOINT ASSET MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD 305155 · IAPD ↗ · standpointfunds.com · (602) 688-2918

$771.1MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
November 2024 — STANDPOINT ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($804.3M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
March 2024 — STANDPOINT ASSET MANAGEMENT, LLC reported RAUM up 42% ($568.4M -> $804.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.