Centerpoint M&A Advisors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Woodland Hills, California
CRD number
139611
Registered since
July 18, 2006

Firm profile

FINTRX

Overview

Centerpoint M&A Advisors, Inc. is organized as a corporation and has been registered with the SEC since 2006. The firm is owned by an individual and is classified in available records as "unclassified." Public filings and the FINTRX snapshot provide only limited operational detail: Centerpoint M&A does not register as a multi-state adviser, does not identify as an active ESG investor, is not described as a capital allocator, and is not listed as a pension consultant or related adviser. FINTRX does not provide description of the firm's advisory activities, fee model, client segments, or typical engagement scope. The absence of disclosure about investment mandate, sector or asset-class preferences suggests either a very narrow, transaction-focused practice consistent with an M&A advisory label or a low level of public reporting to data aggregators. There are no listed affiliations or published details on the firm's service offerings in the provided dataset.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Scott Berejikian

    Scott Berejikian

    President and Co-FounderCRD 5093461

  • Harold Bandouveris

    Harold Bandouveris

    PrincipalCRD 5093447

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Woodland Hills, CA

Los Angeles

Location

Woodland Hills, CA

Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
21550 Oxnard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth