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PLANTE MORAN FINANCIAL ADVISORS

PLANTE MORAN FINANCIAL ADVISORS, LLC

CRD 112158 · SEC 801-44058

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3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075, United States

Phone

248-352-2500

Fax

248-352-0018

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$25.12B

Discretionary AUM

$10.10B

Team

148 total employees; 146 advisory reps; 4 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals539$354.9M
High net worth individuals3355$24.56B
Charitable organizations7$71.2M
Corporations/business entities5$96.5M

States served

AL, AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, PR, SC, TN, UT, VA, WI, WY, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD