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CENTERPOINT ADVISORS, LLC
CRD 156698 · SEC 801-72619
175 HIGHLAND AVENUE, SUITE 302, NEEDHAM, MA, 02494, United States
Phone
(781) 400-1748
Fax
(781) 400-1749
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$731.9M
Discretionary AUM
$731.9M
Team
12 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $65.5M |
| High net worth individuals | 201 | $663.4M |
| Pension/profit sharing plans | 3 | $159K |
| Charitable organizations | 1 | $2.9M |
States served
CA, MA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD