Centerpoint Financial Management LLC

Overview

Centerpoint Financial Management LLC is a small, individually owned limited liability company that combines accounting services with advisory work for individuals and small businesses. The firm lists financial planning, portfolio management for individuals/small businesses, and pension consulting services among its advisory activities. Its fees are charged as a percentage of assets under management and via fixed fees. Centerpoint is flagged as an active ESG investor and is not a multi-state adviser. The firm’s public profile is classified as unclassified and it does not operate as a capital allocator. Custody and brokerage relationships are handled through standard retail custodians rather than a dedicated private-banking channel.

Assets & Accounts

Public Holdings

Investments & Alternatives