White Pine Investments
Firm details
- Headquarters
- Wolfeboro, New Hampshire
- CRD number
- 117992
- Website
- whitepineinvestments.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other40%
- Investment Grade Corp Bonds25%
- US Government Bonds10%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Andrew Kustas
OwnerCRD 4582589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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