WHITE PINE CAPITAL LLC

3800 American Blvd West
Suite 645
Bloomington, Minnesota 55431
Tel: 612-376-9765

About WHITE PINE CAPITAL LLC

WHITE PINE CAPITAL LLC, formally registered with the SEC as WHITE PINE CAPITAL LLC. The firm was established in 01/14/2000. They have over 2 offices throughout the country.

WHITE PINE CAPITAL LLC is a Bloomington, Minnesota based Financial Planning firm with nearly $324,842,021 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108417
SEC#	801-57154
Assets Managed by Firm	$324,842,021
No. of Clients	343
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	343	$324,842,021
Individuals (other than high net worth individuals)	11	$5,813,108
High net worth individuals	59	$231,218,974
Pension and profit sharing plans	5	$17,522,308
Charitable organizations	Fewer than 5 clients	$7,648,519

More Retirement Planning firms in Bloomington, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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