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Home > Retirement Planners > michigan > southfield > PLANTE MORAN FINANCIAL ADVISORS
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center
Suite 100
Southfield, Michigan 48075
Tel: 248-352-2500
About PLANTE MORAN FINANCIAL ADVISORS
PLANTE MORAN FINANCIAL ADVISORS, formally registered with the SEC as PLANTE MORAN FINANCIAL ADVISORS. The firm was established in 06/03/1993. They have over 13 offices throughout the country.
PLANTE MORAN FINANCIAL ADVISORS is a Southfield, Michigan based Financial Planning firm with nearly $18,613,469,251 assets under management, offering retirement planning & investment advisory services to 16470 clients. The firm is staffed with 130 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112158 |
| SEC# | 801-44058 |
| Assets Managed by Firm | $18,613,469,251 |
| No. of Clients | 16470 |
| No. of Advisors | 130 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16470 | $18,613,469,251 |
| Individuals (other than high net worth individuals) | 375 | $187,766,361 |
| High net worth individuals | 3102 | $18,013,758,504 |
| Charitable organizations | 5 | $19,565,487 |
| Corporations or other businesses | 7 | $24,458,713 |
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