PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

3000 Town Center, Suite 100
Southfield, Michigan 48075
Tel: (248) 603-5001

About PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, formally registered with the SEC as PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS. The firm was established in 02/13/2023. They have over 3 offices throughout the country.

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is a Southfield, Michigan based Financial Planning firm with nearly $268,055,453 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323718
SEC#	801-127325
Assets Managed by Firm	$268,055,453
No. of Clients	1
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$268,055,453
Other investment advisers	1	$268,055,453

More Retirement Planning firms in Southfield, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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