WHITE PINE INVESTMENT COMPANY
Legal name: WHITE PINE INVESTMENT CO
CRD #111556 SEC #801-55054 LIVONIA, MI 734-464-2532
SEC Registered
Total AUM
$465.8M
Discretionary
$465.8M
Employees
7
Clients
251
Accounts
1,178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465.8M | $465.8M | $0 | 7 | 0 |
| May 2024 | $405.2M | $405.2M | $0 | 6 | 0 |
| Mar 2024 | $405.2M | $405.2M | $0 | 6 | 0 |
| Mar 2023 | $347.4M | $347.4M | $0 | 6 | 0 |
| Mar 2022 | $400M | $400M | $0 | 3 | 0 |
| Mar 2021 | $341.6M | $341.6M | $0 | 6 | 0 |
| Jun 2020 | $323.8M | $323.8M | $0 | 6 | 0 |
| Feb 2020 | $323.8M | $323.8M | $0 | 6 | 0 |
| Mar 2019 | $258.3M | $258.3M | $21 | 5 | 0 |
| Feb 2018 | $268.8M | $263.7M | $5.1M | 5 | 0 |
| Feb 2017 | $230.8M | $230.8M | $1.2K | 4 | 200 |
| Mar 2016 | $209.9M | $209.9M | $3.7K | 4 | 200 |
| Mar 2015 | $218.2M | $218.2M | $0 | 3 | 200 |
| Mar 2014 | $204.3M | $204.3M | $53.6K | 2 | 200 |
| Mar 2013 | $162M | $162M | $65.9K | 2 | 200 |
| Jan 2012 | $167.1M | $166.5M | $587.7K | 1 | 200 |
| Mar 2011 | $176.3M | $175.5M | $771.2K | 5 | -- |
| Jan 2011 | $176.3M | $175.5M | $771.2K | 5 | -- |
| Jan 2008 | $196M | $195.7M | $325.9K | 5 | -- |
| Jan 2007 | $188M | $188M | $19.7K | 5 | -- |
| Jan 2007 | $188M | $188M | $19.7K | 5 | -- |
| Jan 2006 | $158.5M | $158.4M | $2.9K | 5 | -- |
| Sep 2005 | $144.6M | $144.6M | $4.2K | 5 | -- |
| Jan 2005 | $144.6M | $144.6M | $4.2K | 5 | -- |
DateMar 2025
Total AUM$465.8M
Discretionary$465.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$347.4M
Discretionary$347.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$21
Employees5
Clients0
DateFeb 2018
Total AUM$268.8M
Discretionary$263.7M
Non-Disc.$5.1M
Employees5
Clients0
DateFeb 2017
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$1.2K
Employees4
Clients200
DateMar 2016
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$3.7K
Employees4
Clients200
DateMar 2015
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$53.6K
Employees2
Clients200
DateMar 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$65.9K
Employees2
Clients200
DateJan 2012
Total AUM$167.1M
Discretionary$166.5M
Non-Disc.$587.7K
Employees1
Clients200
DateMar 2011
Total AUM$176.3M
Discretionary$175.5M
Non-Disc.$771.2K
Employees5
Clients--
DateJan 2011
Total AUM$176.3M
Discretionary$175.5M
Non-Disc.$771.2K
Employees5
Clients--
DateJan 2008
Total AUM$196M
Discretionary$195.7M
Non-Disc.$325.9K
Employees5
Clients--
DateJan 2007
Total AUM$188M
Discretionary$188M
Non-Disc.$19.7K
Employees5
Clients--
DateJan 2007
Total AUM$188M
Discretionary$188M
Non-Disc.$19.7K
Employees5
Clients--
DateJan 2006
Total AUM$158.5M
Discretionary$158.4M
Non-Disc.$2.9K
Employees5
Clients--
DateSep 2005
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$4.2K
Employees5
Clients--
DateJan 2005
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$4.2K
Employees5
Clients--