CENTERPOINT ADVISORS, LLC
Tel: (781) 400-1748 175 Highland Avenue Suite 302 Needham, Massachusetts 02494
About CENTERPOINT ADVISORS, LLC
CENTERPOINT ADVISORS, LLC is a Needham, Massachusetts based financial advisory firm with nearly $605,026,533 in assets under management and provides investment advisory services for 990 clients. There are currently 13 financial advisors at the firm.
General Information
Firm CRD#:
156698
Firm SEC#:
801-72619
Assets Under Management:
$605,026,533
No. of Clients:
990
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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