White Mountain Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Bay Harbor Islands, Florida
CRD number
104123
Registered since
November 29, 2000

Firm profile

FINTRX

Overview

White Mountain Capital, LLC is organized as a limited liability company with ownership indicated as a mix of a domestic entity and an individual. Publicly available profile fields identify the firm’s classification as "Unclassified" and provide very limited detail about the business model: no client segments, advisory activities, fee structure, or investment approach are disclosed in the dataset. The firm reports several negative flags on specialty designations: it does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not list itself as a pension consultant or a related adviser. Beyond those checklist items, there is no firm-provided narrative about services, target clients, or areas of manager allocation interest.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Lowenberg

    Michael Lowenberg

    CFOCRD 2505584

Contacts

3 of 5
  • Peter Montalbano

    Peter Montalbano

    Senior Portfolio ManagerCRD 2208686

  • Michael Pierce

    Michael Pierce

    Marketing SpecialistCRD 2602409

  • Renee Luchkiw

    CCOCRD 4299713

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bay Harbor Islands, FL

Miami Dade

Location

Bay Harbor Islands, FL

Headquartered in Bay Harbor Islands, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
9521 E Bay Harbor Dr
Time zone
ET (UTC-5)
Office locations

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