White Mountain Capital, LLC

Broker-DealerFINRA MemberEst. 2000
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 and has been registered with the SEC since 2000. The firm is listed as unclassified in the snapshot data and is identified as being owned by a domestic entity and an individual. Public-facing details about the firm’s business lines, advisory activities, client segments, and fee schedule were not provided in the source data. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, not functioning as a pension consultant, and not designated as a related adviser. The firm did not supply information on its activities or affiliations.

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

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth