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White Pine Investment Co.

EST. AUM
$465,784,043

CONTACTS
2

CLIENT ACCOUNTS
1,178

Firm Details

Metro area Detroit
CRD Number 111556
Website wpinv.com
Client types

Overview

White Pine Investment Company began in 1997 with a vision—to invest client money wisely by using sound investment principles, while maintaining an objective emotional viewpoint. Much of White Pine's client base are people near or in retirement who are comfortable with their finances, but not so wealthy that they can spend indiscriminately. They need a well designed plan that will take their assets through their retirement years. Many are interested in generational issues and the education of their family members about financial basics.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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