$36.4M Total AUM
$33.9M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-2019
- Office Locations
- 2
Office Locations
-- Draper UT
-- Queen Creek AZ
About White Pine Financial LLC
White Pine Financial LLC is an RIA serving business owners and other retail clients with holistic financial planning, including tax and estate planning, insurance guidance, and retirement plan support. Portfolios emphasize risk-managed asset allocation with an ETF-centric equity approach. The firm custodies primarily at Charles Schwab and operates from Draper, UT with an additional office in AZ.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
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Owner & Executives
ROBERT JACOBS
Investment Advisor
- CRD
- #5560483
- Ownership
- 75% or more
Available
Available
Available
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Nathaniel Jacobs
Managing Partner
- CRD
- #7904983
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,898,269 | -- |
| Non-Discretionary | $2,533,506 | -- |
| Total | $36,431,775 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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