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White Pine Investment Co
Livonia, Michigan
White Pine Investment Co, based out of Livonia, MI, is a highly regarded small investment advisory firm with a strong presence in the financial industry. With over 210 individual clients and an impressive $347,446,000 in assets under management, they have built a reputation for their exceptional service and expertise.
While their 401K and individual accounts constitute less than 30% of their assets under management, White Pine Investment Co possesses the capability to effectively manage employer funds. Notably, they exercise complete discretion over the entirety of the assets they manage.
Catering primarily to high net worth i...see more
Assets Under Mgmt
$347.45M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for White Pine Investment Co
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