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's ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "unclassified" and provides very limited public detail about its services or target clients. Available metadata indicates White Mountain Capital does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the FINTRX snapshot. The firm has not supplied descriptions of its advisory activities, fee structure, or client base in the source data.

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

2 of 2
  • PETER MONTALBANO

    CEOCRD 2208686

  • MICHAEL LOWENBERG

    CFOCRD 2505584

Contacts

3 of 4
  • Michael Pierce

    Marketing SpecialistCRD 2602409

  • RENEE LUCHKIW

    CCOCRD 4299713

  • Martha Montalbano

    EmployeeCRD 7835974

Unlock 1 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth