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WHITE PINE INVESTMENT CO

17199 Laurel Park Dr North
Suite 220
Livonia, Michigan 48152
Tel: 734-464-2532

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About WHITE PINE INVESTMENT CO

WHITE PINE INVESTMENT CO, formally registered with the SEC as WHITE PINE INVESTMENT CO. The firm was established in 11/21/1997. They have over 1 offices throughout the country.

WHITE PINE INVESTMENT CO is a Livonia, Michigan based Financial Planning firm with nearly $405,191,926 assets under management, offering retirement planning & investment advisory services to 1070 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111556
SEC#801-55054
Assets Managed by Firm$405,191,926
No. of Clients1070
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1070$405,191,926
Individuals (other than high net worth individuals)212$59,899,223
High net worth individuals114$345,292,703

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