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WHITEBOX ADVISORS LLC
3033 Excelsior Boulevard
Suite 500
Minneapolis, Minnesota 55416
Tel: 612-253-6001
About WHITEBOX ADVISORS LLC
WHITEBOX ADVISORS LLC, formally registered with the SEC as WHITEBOX ADVISORS LLC. The firm was established in 01/31/2006. They have over 5 offices throughout the country.
WHITEBOX ADVISORS LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $9,565,705,000 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 65 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121995 |
| SEC# | 801-65882 |
| Assets Managed by Firm | $9,565,705,000 |
| No. of Clients | 20 |
| No. of Advisors | 65 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $9,565,705,000 |
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