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...
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Assets Under Mgmt

$347.45M

Investment Professionals

4

Locations

0

% 401K & Individual

16%

% Discretionary

100%
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.