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WHITE PINE INVESTMENT CO
Legal name: WHITE PINE INVESTMENT COMPANY
CRD 111556File 801-55054
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$532.3M
Above cohort median (national)
Discretionary AUM
$518.4M
Non-discretionary $13.9M
Clients
355
1,113 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 21, 1997
- Principal office
- 17199 LAUREL PARK DR NORTH, SUITE 220, LIVONIA, MI, 48152
- Phone
- 734-464-2532
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.3M
- Discretionary AUM
- $518.4M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 1,078
- Non-discretionary accounts
- 35
- Total accounts
- 1,113
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 29 | $13.9M |
| High net worth individuals | 107 | $448.3M |
| Individuals (other than high net worth individuals) | 219 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.