CENTERPOINT ADVISORS, LLC - Financial Advisor in Massachusetts, Needham

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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