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White Mountain Derivatives, LLC (North Conway)


White Mountain Derivatives, LLC is an adviser based in North Conway. It manages $200 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010.

White Mountain Derivatives provides market timing services. 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 Derivatives: assets under management

The assets under management (AUM) of White Mountain Derivatives, LLC is $200 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $200 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Mountain Derivatives, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 North Conway

The principal office where White Mountain Derivatives, LLC performs its advisory services is located at 2757 White Mountain Hwy., North Conway, NH 03860 The mailing address of the firm is Po Box 2286, Conway, NH 03818. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-257-1433 or by fax 678-840-2126. The normal business hours are 9am-5pm on Monday - Friday.


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