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Plante Moran Financial Advisors, LLC

● SEC registered since 1993CRD 112158SEC# 801-44058Southfield, MI
Export (members)
Reg. AUM
$21.79B
Employees
146
Accounts
17,525
Location
Southfield, MI

Plante Moran Financial Advisors, LLC assets under management

Plante Moran Financial Advisors, LLC operates as an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 1993. It reports $21.8 billion in regulatory assets under management and employs 146 people.
www.facebook.com/plantemoranwealthmanagementView on SEC.gov ↗

Plante Moran Financial Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Brian Daniel Wiedenhoeft ControlDirectorUnder 5%2025
David Timothy Doyle ControlChief Compliance OfficerUnder 5%2019
Jaime Michelle Eckels ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Plante Moran Financial Advisors, LLC manage?

Plante Moran Financial Advisors, LLC reports $21.8 billion in regulatory assets under management on its Form ADV.

How many employees does Plante Moran Financial Advisors, LLC have?

Plante Moran Financial Advisors, LLC reports 146 employees.

Where is Plante Moran Financial Advisors, LLC located?

Plante Moran Financial Advisors, LLC is based in Southfield, MI and has been SEC-registered since 1993.

Does Plante Moran Financial Advisors, LLC disclose fund performance?

Plante Moran Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3000 Town Center, Suite 100, Southfield, MI 48075
Phone248-352-2500
Fax248-352-0018
Office hours8:30 a.m. To 5:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1424717
Discloses disciplinary historyNo

Assets under management

Discretionary$9.34B
Non-discretionary$12.45B
Total (RAUM)$21.79B