Plante Moran Financial Advisors is an investment advisor in Southfield with $16.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Plante Moran Financial Advisors Ltd Partnership
SEC CIK
IRS number
383123123
SEC advisor number
801-44058
FINRA CRD number
112158
AUM ?
$18.61 bn
(as of 27 Sep 23)
Accounts
16,470
(as of 27 Sep 23)
Employees
130
(128 investment advisory or research)
Address
Plante Moran Financial Advisors
27400 NORTHWESTERN HIGHWAY
SOUTHFIELD
MI 48034
27400 NORTHWESTERN HIGHWAY
SOUTHFIELD
MI 48034
Phone
248-223-3400
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21