CENTERPOINT ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$732M
Discretionary
$732M
100% of AUM
Avg account
$694K
Accounts
1,055
Employees
12
Advisory reps
9

Firm details

Headquarters
NEEDHAM, Massachusetts
CRD number
156698
Registered since
July 26, 2011
Website
centerpointadvisors.net
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI90.64%
  • Individuals8.95%
  • Charitable Organizations0.39%
  • Pension & Profit Sharing Plans0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Centerpoint Advisors, LLC is an independent registered investment advisor that has been SEC-registered since 2011. The firm is structured as an LLC and is owned by an individual. It acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. Fee arrangements include both a percentage-of-assets model and hourly billing. Centerpoint does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 33%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 7%, State & Local Bonds 4%, US Government Bonds 1%, Private Funds 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds33%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents7%
  • State & Local Bonds4%

Contacts

3 of 9

  • JOHN WOLFSBERG

    Managing PrincipalCRD 2302544

  • OLGA OKATY

    Principal & Director of Financial PlanningCRD 5493555

  • COURTNEY SUMMA

    Financial Planning AssociateCRD 6363430

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 104

Active vs passive

$238M in ETFs

Passive

100%

$237M

Active

<1%

$476K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$83.9M128,40435.25%
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Location

Primary office

NEEDHAM, MA

NORFOLK

Location

NEEDHAM, MA

Headquartered in NEEDHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
175 Highland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth