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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 |
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