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WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT COMPANY
CRD 111556 · SEC 801-55054
17199 LAUREL PARK DR NORTH, SUITE 220, LIVONIA, MI, 48152, United States
Phone
734-464-2532
Fax
734-464-2838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$532.3M
Discretionary AUM
$518.4M
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $70.1M |
| High net worth individuals | 107 | $448.3M |
| Charitable organizations | 29 | $13.9M |
States served
IL, IN, MI, NC, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD