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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 $20,526,058,796 assets under management, offering retirement planning & investment advisory services to 17010 clients. The firm is staffed with 134 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112158 |
| SEC# | 801-44058 |
| Assets Managed by Firm | $20,526,058,796 |
| No. of Clients | 17010 |
| No. of Advisors | 134 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17010 | $20,526,058,796 |
| Individuals (other than high net worth individuals) | 546 | $329,094,539 |
| High net worth individuals | 3070 | $20,096,030,207 |
| Charitable organizations | 6 | $40,033,304 |
| Corporations or other businesses | 6 | $27,228,030 |
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