Centerpoint Advisors is an investment advisor in Needham with $560.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204158194
SEC advisor number
801-72619
FINRA CRD number
156698
AUM ?
$605.03 mm
(as of 26 Mar 24)
Accounts
990
(as of 26 Mar 24)
Employees
13
(6 investment advisory or research)
Address
Centerpoint Advisors
175 HIGHLAND AVE SUITE 302
NEEDHAM
MA 02494
175 HIGHLAND AVE SUITE 302
NEEDHAM
MA 02494
Phone
7814001748
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21