National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > massachusetts > needham

CENTERPOINT ADVISORS, LLC

Tel: (781) 400-1748
175 Highland Avenue
Suite 302
Needham, Massachusetts  02494

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CENTERPOINT ADVISORS, LLC

CENTERPOINT ADVISORS, LLC is a Needham, Massachusetts based financial advisory firm with nearly $605,026,533 in assets under management and provides investment advisory services for 990 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

156698

SEC#:

801-72619

No. of Clients:

990

Assets under Management

$605,026,533

No. of Advisors:

13

More Financial Advisory Firms in Needham, Massachusetts

More Firms in Needham, Massachusetts >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.