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CENTERPOINT ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$731,903,710
Discretionary
$731,903,710
Non-discretionary
$0

Firm details

CRD number
156698
SEC file number
801-72619
Main office
NEEDHAM, MA, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.