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White Pine Investment Co.
White Pine Investment Co. is an SEC-registered investment adviser in Livonia, MI, since 1997. The firm manages $532 million in assets, with $518 million on a...
Overview
White Pine Investment Co. is an SEC-registered investment adviser in Livonia, MI, since 1997. The firm manages $532 million in assets, with $518 million on a discretionary basis. It has 7 employees and 3 investment advisers. WHITE PINE INVESTMENT CO was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-26, it reported 7 employees; 1,113 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
Location
Region
North America
Country
United States
City
Livonia
Corporate office
Livonia, MI, United States
Frequently asked questions
What investment services does White Pine Investment Co. provide?
The firm offers discretionary portfolio management to individuals and high-net-worth families, primarily investing in publicly traded equities and fixed-income securities. Its regulatory filings confirm an emphasis on fundamental analysis for security selection rather than alternative-asset or private-market strategies. The practice is structured around customized, separately managed accounts.
Who runs investment decisions at White Pine Investment Co.?
Specific named principals are not publicly documented in available records. The firm's ADV filings reflect a small advisory team making investment decisions through a committee or lead-advisor structure, typical of an independent RIA with a limited number of investment professionals.
What geographic region does White Pine Investment Co. primarily serve?
The firm serves clients concentrated in southeastern Michigan, particularly the Detroit-Ann Arbor corridor. Its Livonia location positions it to serve the established professional and business-owner communities of western Wayne County and Oakland County.
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