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CENTERPOINT FINANCIAL MANAGEMENT LLC

CRD 306065

Visit website

7700 IRVINE CENTER DRIVE, SUITE 800, IRVINE, CA, 92618, United States

Phone

949-753-2875

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$7.4M

Discretionary AUM

$7.4M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

All web addresses on file

Official SEC filing: View on IAPD