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 is recorded as SEC-registered in 2006. The firm is listed with an individual owner type and is categorized as unclassified in the available dataset. The profile indicates the firm is not a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset provides limited detail on business lines, client segments, fee structures, or advisory activities, so there is no public description here of its target clients or service mix beyond the basic corporate and regulatory attributes above.

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

    Steven Thornton

    PresidentCRD 4496384

  • Harold Bandouveris

    Harold Bandouveris

    PrincipalCRD 5093447

  • Scott Berejikian

    Scott Berejikian

    President and Co-FounderCRD 5093461

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth