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White Mountain Investment Inc (Concord)


White Mountain Investment Inc is a large advisory firm based in Concord. It manages $236.42 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New Hampshire.

White Mountain Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Mountain Investment: assets under management

The assets under management (AUM) of White Mountain Investment Inc is $236.42 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $236.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay White Mountain Investment Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Concord

The principal office where White Mountain Investment Inc performs its advisory services is located at 114 N. Main Street, Ste 301, Concord, NH 03301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-224-2330 or by fax 603-224-8454. The normal business hours are 9am to 5 pm on Monday - Friday.


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