CENTERPOINT ADVISORS, LLC

175 Highland Avenue
Suite 302
Needham, Massachusetts 02494
Tel: (781) 400-1748

About CENTERPOINT ADVISORS, LLC

CENTERPOINT ADVISORS, LLC, formally registered with the SEC as CENTERPOINT ADVISORS, LLC. The firm was established in 07/26/2011. They have over 1 offices throughout the country.

CENTERPOINT ADVISORS, LLC is a Needham, Massachusetts based Financial Planning firm with nearly $605,026,533 assets under management, offering retirement planning & investment advisory services to 990 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156698
SEC#	801-72619
Assets Managed by Firm	$605,026,533
No. of Clients	990
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	990	$605,026,533
Individuals (other than high net worth individuals)	280	$57,980,726
High net worth individuals	187	$544,630,703
Pension and profit sharing plans	1	$115,069
Charitable organizations	1	$2,300,035

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