CENTERPOINT ADVISORY GROUP, LLC
Tel: 913-685-3001 7450 West 130th Street Suite 410 Overland Park, Kansas 66213
About CENTERPOINT ADVISORY GROUP, LLC
CENTERPOINT ADVISORY GROUP, LLC is a Overland Park, Kansas based financial advisory firm with nearly $236,828,000 in assets under management and provides investment advisory services for 540 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
324181
Firm SEC#:
801-127085
Assets Under Management:
$236,828,000
No. of Clients:
540
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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