Form D Explorer

CENTERPOINT ADVISORS, LLC

SEC file number 801-72619 · NEEDHAM, MA
https://centerpointsecurities.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$605M
Discretionary AUM
$589.3M
Employees
13
Clients
—

Firm

Address
175 HIGHLAND AVENUE
NEEDHAM, MA 02494
Phone
—
Website
https://centerpointsecurities.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)