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Building 2WHITE PINE CAPITAL LLC

Map pinBLOOMINGTON, MN
Phone612-376-9765
NotebookSEC #801-57154
Total AUM
$430.6M
Employees
7
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 AMERICAN BLVD WEST
SUITE 645
BLOOMINGTON
MN 55431
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
612-376-9765
Other Offices
1

ReceiptFinancials

Total AUM
$430.6M
Accounts
353
Discretionary
$430.6M
Accounts
352
Non-Discretionary
$39.7K
Accounts
1

ContactClients

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Individual Clients
9
AUM
$6.1M
HNW Individual Clients
70
AUM
$328.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$12M
Other Clients
5
AUM
$80.1M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNHTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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