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CENTERPOINT ADVISORY GROUP, LLC
7450 West 130th Street
Suite 410
Overland Park, Kansas 66213
Tel: 913-685-3001
About CENTERPOINT ADVISORY GROUP, LLC
CENTERPOINT ADVISORY GROUP, LLC, formally registered with the SEC as CENTERPOINT ADVISORY GROUP, LLC. The firm was established in 12/21/2022. They have over 1 offices throughout the country.
CENTERPOINT ADVISORY GROUP, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $236,828,000 assets under management, offering retirement planning & investment advisory services to 540 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324181 |
| SEC# | 801-127085 |
| Assets Managed by Firm | $236,828,000 |
| No. of Clients | 540 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 540 | $236,828,000 |
| Individuals (other than high net worth individuals) | 135 | $28,537,000 |
| High net worth individuals | 97 | $193,430,000 |
| Pension and profit sharing plans | 2 | $14,861,000 |
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