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 organized as an LLC. The firm is SEC registered (initial registration in 2011) and operates as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$280M in ETFs
100%
$279M
<1%
$839K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $101M | 131,282 | 35.95% |
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