| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Mark Rickert Control | Managing Partner And Chief Compliance Officer | 50-75% | 2022 |
| James Thomas Flanagan Control | Partner/ Director Of Planning | Under 5% | 2024 |
| Parker Joseph Madl Control | Partner/Advisor | 25-50% | 2023 |
Centerpoint Advisory Group, LLC reports $236.8 million in regulatory assets under management on its Form ADV.
Centerpoint Advisory Group, LLC reports 7 employees.
Centerpoint Advisory Group, LLC is based in Overland Park, KS and has been SEC-registered since 2022.
Centerpoint Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7450 West 130th Street, Suite 410, Overland Park, KS 66213 |
| Phone | 913-685-3001 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $236.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $236.8M |