White Pine Investments
White Pine Investments (CRD# 117992) is a financial advisory firm headquartered in Wolfeboro, NH. They manage $18,000,000 in 75 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$240,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH
Financial Advisors at White Pine Investments
1
Andrew Kustas (CRD# 4582589) is an Investment Advisor Representative working at White Pine Investments in Wolfeboro, NH and has over 23 years of experience in the finance industry.
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