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Zoe Bollinger

Bollinger Capital Management, Inc.

Redondo Beach, CA

CRD 7062043

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Employer firm

Bollinger Capital Management, Inc. CRD 134458

$39.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • SLEEVE MANAGEMENT STRATEGIES

From the firm’s Form ADV. Read the guides:

Current Employers
Bollinger Capital Management, Inc.

1200 Aviation Blvd. Suite 201, Redondo Beach, CA 90278 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-16
  • CA RA
    APPROVED
    Since 2019-01-16

Branch Locations

1200 Aviation Blvd. Suite 201, Redondo Beach, CA 90278 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wet Sun Valley CA 02/2016 08/2018
Bollinger Capital Management Redondo Beach CA 08/2018 Present
  • 02/2016 → 08/2018
    Wet
    Sun Valley, CA
  • 08/2018 → Present
    Bollinger Capital Management
    Redondo Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-03
  • S65 Uniform Investment Adviser Law Examination
    2019-01-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
INDEPENDENT FINANCIAL GROUP, LLC
HERMOSA WEALTH MANAGEMENT

Nearby Investors

JOHN ASHER BOLLINGER
SARAH FRANCES AUERNHAMMER
LEWIS HOWARD PERKINS

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · Redondo Beach, CA
INDEPENDENT FINANCIAL GROUP, LLC · Hermosa Beach, CA
HERMOSA WEALTH MANAGEMENT · Hermosa Beach, CA

More in Redondo Beach, CA

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