Plante Moran Financial Advisors

Is this your firm? Verify your profile

business

Last updated: December 6th, 2019. Data source: SEC filings.

Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 125 advisors. Plante Moran Financial Advisors manages $16.5 billion and provides investment advisory services for 2,951 clients (1:24 advisor/client ratio). This firm does not have a disciplinary history.


Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 70%
Minimum Investment $777,778
Average Client Balance $5,589,813
Total AUM $16.5 billion
Advisor / Client Ratio 1:24
Headquarters 27400 Northwestern Hwy Southfield, MI 48034
SEC Filings Forms and Brochures    (CRD # 112158)
State(s) Registered AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NH, NJ, NY, NC, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI


Questions & Answers



Get answers about Plante Moran Financial Advisors


Ask a question question_answer