CENTERPOINT FINANCIAL MANAGEMENT LLC

CENTERPOINT FINANCIAL MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 306065). Regulatory assets under management: $7.4M.

Registration

• CRD: 306065
• Type: Registered investment adviser
• Location: 7700 IRVINE CENTER DRIVE, IRVINE, CA, 92618
• Phone: 949-753-2875
• Latest filing: 2026-03-29
• Regulatory AUM: $7.4M
• Discretionary AUM: $7.4M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search