Michelle
White
Capital Management Associates Inc
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About this Advisor
Michelle White is a financial advisor operating out of Minneapolis, Minnesota who has 2 years of industry experience. White is currently employed by Capital Management Associates Inc. Over the course of their career, they have held roles at Gs Capital Management, LLC, Flourish Wealth Management, First Advisors, Capital Management Associates, Inc and Capital Management Securities, Inc. White has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Capital Management Associates Inc is a registered investment company that has its headquarters in Minneapolis, MN. It has offices in three locations and a total of 17 people on staff. It oversees $1 billion in assets between its 836 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves five charities and foundations. Of its 836 client accounts, 30% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Capital Management Associates Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are offered. Fee types charged by Capital Management Associates Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Management Associates Inc Brokerage Details
$1,255,534,896
17
836
$1,501,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michelle White Work History
Michelle has been registered as a financial advisor for 2 years.*
Capital Management Associates, Inc
Capital Management Securities, Inc
First Advisors
Flourish Wealth Management
Gs Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Management Associates Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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