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Home > Retirement Planners > michigan > livonia > WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO
17199 Laurel Park Dr North
Suite 220
Livonia, Michigan 48152
Tel: 734-464-2532
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 Status | Approved |
|---|---|
| Firm CRD# | 111556 |
| SEC# | 801-55054 |
| Assets Managed by Firm | $405,191,926 |
| No. of Clients | 1070 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1070 | $405,191,926 |
| Individuals (other than high net worth individuals) | 212 | $59,899,223 |
| High net worth individuals | 114 | $345,292,703 |
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