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CENTERPOINT WEALTH MANAGEMENT, LLC
Tel: (317) 973-7700
56 N. Main Street Zionsville, Indiana 46077
CENTERPOINT WEALTH MANAGEMENT, LLC
CENTERPOINT WEALTH MANAGEMENT, LLC is a Zionsville, Indiana based financial advisory firm with nearly $225,844,412 in assets under management and provides investment advisory services for 278 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Selection of Other Advisors
Fee Structure:
A Percentage of AUM, Hourly charges, Fixed Fees
Firm CRD#:
119656
SEC#:
801-61048
No. of Clients:
278
Assets under Management
$225,844,412
No. of Advisors:
4
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