White Pine Investments

RIASEC Registered
Total AUM
$24M
Discretionary
$24M
100% of AUM
Avg account
$118K
Accounts
203
Employees
1
Advisory reps
1

Firm details

Headquarters
Wolfeboro, New Hampshire
CRD number
117992
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals66.67%
  • HNWI33.33%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

White Pine Investments is an independent, sole‑proprietorship registered investment adviser that manages portfolios for individual and family clients as well as small businesses and other institutions. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management. It does not identify as an active ESG investor, is not structured as a multi‑state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 40%, Investment Grade Corp Bonds 25%, US Government Bonds 10%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%, State & Local Bonds 5%40%
  • Other40%
  • Investment Grade Corp Bonds25%
  • US Government Bonds10%
  • Non-Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Andrew Kustas

    Andrew Kustas

    OwnerCRD 4582589

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

Wolfeboro, NH

Carroll

Location

Wolfeboro, NH

Headquartered in Wolfeboro, NH, in the Northeast of the United States.

Region
Northeast
County
Carroll
Address
60 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth