Partner · White Pine Investment Co
AMY L. LAUZON
CRD 6657857 · Named on Form ADV at one SEC-registered adviser
At a glance
White Pine Investment Co, an SEC-registered wealth manager based in Livonia, MI with $532 million in regulatory assets, lists AMY L. LAUZON on its Form ADV as Partner, a control person.
Firms and roles
- White Pine Investment CoPartnerWealth manager · Livonia, MI · $532M in regulatory assets
AtlasMembers
AMY’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Anthony J. DigiovanniManaging Partner, Chief Investment Officer, White Pine Investment Co
- William J. JohnsonPartner, White Pine Investment Co
- Stefanie A. PorterPartner, Chief Compliance Officer, White Pine Investment Co
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For AMY’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.