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 domestic ownership. Public records classify the adviser as unclassified and show it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or a related adviser. There is very little public detail about how White Mountain Capital positions its investment program or serves clients. Information about client types, fee arrangements, specific advisory services, manager allocations or portfolio strategy is not disclosed in the available data.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth