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Home > Retirement Planners > massachusetts > needham > CENTERPOINT ADVISORS, LLC
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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