CENTERPOINT M&A ADVISORS, INC.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
WOODLAND HILLS, California
CRD number
139611
Registered since
July 18, 2006

Firm profile

FINTRX

Overview

Centerpoint M&A Advisors, Inc. is organized as a corporation and has been registered with the SEC since 2006. Ownership is recorded as individual ownership and the firm's regulatory classification is listed as unclassified. Public data characterizes the firm as not acting as a capital allocator and not operating as a multi-state adviser; it is also not identified as an active ESG investor, a pension consultant, or a related adviser. The firm has not supplied detail about its advisory or business activities in the dataset provided, so its service scope and target client segments are not described here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • STEVEN THORNTON

    PresidentCRD 4496384

  • SCOTT BEREJIKIAN

    President and Co-FounderCRD 5093461

  • HAROLD BANDOUVERIS

    PrincipalCRD 5093447

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

WOODLAND HILLS, CA

LOS ANGELES

Location

WOODLAND HILLS, CA

Headquartered in WOODLAND HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
21550 Oxnard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth