Centerpoint Advisors, LLC
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 156698
- Registered since
- July 26, 2011
- Website
- centerpointadvisors.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.64%
- Individuals8.95%
- Charitable Organizations0.39%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Centerpoint Advisors, LLC is an independent registered investment adviser formed in 2011 and organized as an LLC. The firm serves both individual/family and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Centerpoint bills clients primarily as a percentage of assets under management and also uses hourly fees for some engagements. The firm identifies itself as a capital allocator, directing client capital to third‑party managers in addition to managing traditional portfolios. It does not present itself as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds33%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
Contacts
3 of 9
John Wolfsberg
Managing PrincipalCRD 2302544
Olga Okaty
Principal & Director of Financial PlanningCRD 5493555
Courtney Summa
Financial Planning AssociateCRD 6363430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$276M in ETFs
100%
$275M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $97M | 129,473 | 35.08% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 175 Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Goodman Advisory Group, LLC
RIANeedham, MA
Darrow Wealth Management
RIANeedham, MA
Armstrong Advisory Group Inc.
RIANeedham, MA
Commons Capital, LLC
RIANeedham, MA
Pinnacle Pension Consultants LLC
RIANeedham, MA
Worldly Partners Management, LLC
RIANeedham, MA