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James Matthew Baird

Chief Investment OfficerPlante Moran Financial Advisors, LLCCRD 5041143

About James Matthew Baird

James Matthew Baird is listed as Chief Investment Officer at Plante Moran Financial Advisors, LLC in Southfield, MI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Plante Moran Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Matthew Baird work?

James Matthew Baird is listed as Chief Investment Officer at Plante Moran Financial Advisors, LLC on SEC Form ADV.

How much of Plante Moran Financial Advisors, LLC does James Matthew Baird own?

Form ADV reports a beneficial ownership band of Under 5%.

Plante Moran Financial Advisors, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2013
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