Overview
Assets Under Management: $405 million
Headquarters: LIVONIA, MI
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Frequently Asked Questions
WHITE PINE INVESTMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111556), WHITE PINE INVESTMENT COMPANY is subject to fiduciary duty under federal law.
WHITE PINE INVESTMENT COMPANY is headquartered in LIVONIA, MI.
WHITE PINE INVESTMENT COMPANY serves 124 high-net-worth clients according to their SEC filing dated May 02, 2024. View client details ↓
According to their SEC Form ADV, WHITE PINE INVESTMENT COMPANY offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
WHITE PINE INVESTMENT COMPANY manages $405 million in client assets according to their SEC filing dated May 02, 2024.
According to their SEC Form ADV, WHITE PINE INVESTMENT COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,070
Discretionary Accounts: 1,070
Regulatory Filings
CRD Number: 111556
Last Filing Date: 2024-05-02 00:00:00
Website: https://wpinv.com