Centerpoint M&A Advisors, Inc.

Broker-DealerFINRA Member
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 is individually owned. Public profile fields classify the firm as unclassified and show it does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm is not identified as newly formed. Available records do not include detailed descriptions of the firm’s investment strategy, client segments, fee schedule, or specific advisory activities. The company name indicates a focus on mergers and acquisitions advisory, but filings do not provide a documented investment approach or product lineup.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Harold Bandouveris

    Harold Bandouveris

    PrincipalCRD 5093447

  • Scott Berejikian

    Scott Berejikian

    President and Co-FounderCRD 5093461

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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