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Centerpoint Advisors, LLC

● SEC registered since 2011CRD 156698SEC# 801-72619Needham, MA
Export (members)
Reg. AUM
$687.7M
Employees
13
Accounts
1,020
Location
Needham, MA

Centerpoint Advisors, LLC assets under management

Centerpoint Advisors, LLC operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2011. It reports $687.7 million in regulatory assets under management and employs 13 people.
www.linkedin.com/company/centerpoint-advisors-llc.View on SEC.gov ↗

Centerpoint Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Michelle Wolfsberg ControlManaging Member / Chief Compliance Officer50-75%2011
John Edward Wolfsberg ControlManaging Member And Director Of Fixed Income25-50%2011

Frequently asked questions

How much does Centerpoint Advisors, LLC manage?

Centerpoint Advisors, LLC reports $687.7 million in regulatory assets under management on its Form ADV.

How many employees does Centerpoint Advisors, LLC have?

Centerpoint Advisors, LLC reports 13 employees.

Where is Centerpoint Advisors, LLC located?

Centerpoint Advisors, LLC is based in Needham, MA and has been SEC-registered since 2011.

Does Centerpoint Advisors, LLC disclose fund performance?

Centerpoint Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address175 Highland Avenue, Suite 302, Needham, MA 02494
Phone(781) 400-1748
Fax(781) 400-1749
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$668.9M
Non-discretionary$18.8M
Total (RAUM)$687.7M