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 SEC-registered since 2006. The firm is owned by an individual and is categorized in the dataset as "unclassified." Publicly available filings and the provided snapshot do not disclose service lines, investment strategies, client segments, fee arrangements, or advisory activities. The firm is not identified as a capital allocator, is not active on ESG investing according to the record, and is not recorded as a multi-state or newly formed adviser. It is also not listed as a pension consultant or related adviser.

Assets & Accounts

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

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Recent M&A activity

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Recent filings

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Awards

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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