WHITE PINE INVESTMENT COMPANY
DBA: WHITE PINE INVESTMENT CO
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $532.3M |
| Discretionary | $518.4M97% of AUM |
| Non-Discretionary | $13.9M |
| Client Accounts | 1,113 |
| Avg Account Size | $478K |
| Employees | 7 |
| Peak AUM | $532.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $532M | +14.3% | +15.3% | +9.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $532.3M |
| Discretionary | $518.4M |
| Employees | 7 |
| Client Accounts | 1113 |
| Client Range | 251-500 |
Contact & Location
Address
17199 LAUREL PARK DR NORTH
LIVONIA MI 48152
Phone
734-464-2532
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$518M
97.4% of AUM
Non-Discretionary
$14M
2.6% of AUM
Disc. mix ▼ 2.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodySurprise Exam
Structure
No related registrations reported