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FIRM PROFILE
Overview
CENTERPOINT M&A ADVISORS, INC. is located at 21550 Oxnard Street, Suite 960, Woodland Hills, CA 91367 and was first established at Los Angeles, California in 01/20/2004. After operating for 22 years, CENTERPOINT M&A ADVISORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CENTERPOINT M&A ADVISORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CENTERPOINT M&A ADVISORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CENTERPOINT M&A ADVISORS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CENTERPOINT M&A ADVISORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CENTERPOINT M&A ADVISORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CENTERPOINT M&A ADVISORS, INC. Comes From
Understanding the Statistics for CENTERPOINT M&A ADVISORS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
21550 Oxnard Street, Suite 960, Woodland Hills, CA 91367
21550 Oxnard Street, Suite 960, Woodland Hills, CA 91367
Small
(818) 593-7907
California since 01/20/2004
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BANDOUVERIS, HAROLD CHRISTOPHER | CEO | ||
| BEREJIKIAN, SCOTT MICHAEL | PRESIDENT, AMLCO, CCO | ||
| THORNTON, STEVEN LEE | FINOP | 4496384 |
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Advisor's working at CENTERPOINT M&A ADVISORS, INC.
Ellen Sue Rubin
Steven Lee Thornton
Harold C Bandouveris
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