Centerpoint Advisors, Llc, MA — Investment Adviser | BuildTrust

Active

CENTERPOINT ADVISORS, LLC

Investment AdviceNEEDHAM, MA

Assets Under Management

$687.7M

Total AUM

Donut chart: Discretionary 668.9M, Non-Discretionary 18.8M
Category	Value
Discretionary	668.9M
Non-Discretionary	18.8M

Adviser Information

Field	Value
CRD Number	156698
SEC Number	801-72619
Street Address	175 HIGHLAND AVENUE
Street Address 2	SUITE 302
Location	NEEDHAM, MA 02494
Country	United States
Phone	(781) 400-1748
Fax	(781) 400-1749
Total Employees	13

Client Count by Type (491 Total)

Horizontal bar chart: Individuals (other than H… 290, High Net Worth Individual… 199, Pension/Profit Sharing Pl… 1, Charitable Organizations 1
Category	Value
Individuals (other than H…	290
High Net Worth Individual…	199
Pension/Profit Sharing Pl…	1
Charitable Organizations	1