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PLANTE MORAN FINANCIAL ADVISORS
SOUTHFIELD, MI
248-352-2500
SEC #801-44058Total AUM
$25.1B
Employees
148Clients
3,923Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3000 TOWN CENTER
SUITE 100
SOUTHFIELD
MI 48075
United States
SUITE 100
SOUTHFIELD
MI 48075
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
248-352-2500
Other Offices
12
Financials
Total AUM
$25.1B
Accounts
18,766Discretionary
$10.1B
Accounts
11,815Non-Discretionary
$15B
Accounts
6,951
Clients
Individual Clients
539AUM
$354.9M
HNW Individual Clients
3,355AUM
$24.6B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
7AUM
$71.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
5AUM
$96.5M
Other Clients
11AUM
$40.2M
Description of Other Clients
FAMILY LP, FAMILY/PRIVATE FOUNDATIONS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.