Plante Moran Financial Advisors Review

Trust Score 96%
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Last updated: June 26th, 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 117 advisors. Plante Moran Financial Advisors manages $14.3 billion and provides investment advisory services for 2,880 clients (1:25 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $777,778
Average Client Balance $4,978,230
Hybrid Advisor Yes
Disciplinary History No
Total AUM $14.3 billion
Advisor / Client Ratio 1:25
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

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