CENTERPOINT ADVISORS, LLC
CRD #156698 SEC #801-72619 NEEDHAM, MA (781) 400-1748
SEC Registered
Total AUM
$687.7M
Discretionary
$668.9M
Employees
13
Clients
26
Accounts
1,020
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $687.7M | $668.9M | $18.8M | 13 | 0 |
| Mar 2024 | $605M | $589.3M | $15.8M | 13 | 0 |
| Mar 2023 | $520.2M | $508.8M | $11.4M | 12 | 0 |
| Mar 2022 | $560.5M | $543.2M | $17.3M | 12 | 0 |
| Sep 2021 | $425.8M | $407.8M | $18M | 12 | 0 |
| Mar 2021 | $425.8M | $407.8M | $18M | 11 | 0 |
| Sep 2020 | $378.3M | $359.7M | $18.6M | 11 | 0 |
| Jun 2020 | $378.3M | $359.7M | $18.6M | 11 | 0 |
| Mar 2020 | $378.3M | $359.7M | $18.6M | 11 | 0 |
| Mar 2019 | $329M | $313.8M | $15.3M | 10 | 0 |
| Mar 2018 | $295.2M | $279.1M | $16.1M | 9 | 0 |
| Mar 2017 | $271.8M | $257.3M | $14.5M | 8 | 300 |
| Mar 2016 | $230.4M | $216.2M | $14.2M | 9 | 250 |
| Sep 2015 | $221.4M | $220.9M | $466K | 9 | 247 |
| Feb 2015 | $221.4M | $220.9M | $466K | 9 | 247 |
| Feb 2014 | $202.6M | $202M | $600K | 7 | 235 |
| Feb 2014 | $202.6M | $202M | $600K | 7 | 235 |
| Jan 2013 | $170.5M | $170M | $500K | 7 | 225 |
| Jan 2013 | $170.5M | $170M | $500K | 7 | 225 |
| Nov 2012 | $150.2M | $150.2M | $0 | 5 | 500 |
| Nov 2012 | $150.2M | $150.2M | $0 | 5 | 500 |
| Aug 2012 | $150.2M | $150.2M | $0 | 1 | 500 |
| Jul 2012 | $150.2M | $150.2M | $0 | 1 | 500 |
| Feb 2012 | $150.2M | $150.2M | $0 | 1 | 500 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$687.7M
Discretionary$668.9M
Non-Disc.$18.8M
Employees13
Clients0
DateMar 2024
Total AUM$605M
Discretionary$589.3M
Non-Disc.$15.8M
Employees13
Clients0
DateMar 2023
Total AUM$520.2M
Discretionary$508.8M
Non-Disc.$11.4M
Employees12
Clients0
DateMar 2022
Total AUM$560.5M
Discretionary$543.2M
Non-Disc.$17.3M
Employees12
Clients0
DateSep 2021
Total AUM$425.8M
Discretionary$407.8M
Non-Disc.$18M
Employees12
Clients0
DateMar 2021
Total AUM$425.8M
Discretionary$407.8M
Non-Disc.$18M
Employees11
Clients0
DateSep 2020
Total AUM$378.3M
Discretionary$359.7M
Non-Disc.$18.6M
Employees11
Clients0
DateJun 2020
Total AUM$378.3M
Discretionary$359.7M
Non-Disc.$18.6M
Employees11
Clients0
DateMar 2020
Total AUM$378.3M
Discretionary$359.7M
Non-Disc.$18.6M
Employees11
Clients0
DateMar 2019
Total AUM$329M
Discretionary$313.8M
Non-Disc.$15.3M
Employees10
Clients0
DateMar 2018
Total AUM$295.2M
Discretionary$279.1M
Non-Disc.$16.1M
Employees9
Clients0
DateMar 2017
Total AUM$271.8M
Discretionary$257.3M
Non-Disc.$14.5M
Employees8
Clients300
DateMar 2016
Total AUM$230.4M
Discretionary$216.2M
Non-Disc.$14.2M
Employees9
Clients250
DateSep 2015
Total AUM$221.4M
Discretionary$220.9M
Non-Disc.$466K
Employees9
Clients247
DateFeb 2015
Total AUM$221.4M
Discretionary$220.9M
Non-Disc.$466K
Employees9
Clients247
DateFeb 2014
Total AUM$202.6M
Discretionary$202M
Non-Disc.$600K
Employees7
Clients235
DateFeb 2014
Total AUM$202.6M
Discretionary$202M
Non-Disc.$600K
Employees7
Clients235
DateJan 2013
Total AUM$170.5M
Discretionary$170M
Non-Disc.$500K
Employees7
Clients225
DateJan 2013
Total AUM$170.5M
Discretionary$170M
Non-Disc.$500K
Employees7
Clients225
DateNov 2012
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees5
Clients500
DateNov 2012
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees5
Clients500
DateAug 2012
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees1
Clients500
DateFeb 2012
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees1
Clients500
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--