SEC Form ADV · CIK 1424717

PLANTE MORAN FINANCIAL ADVISORS

Registered Investment AdviserMI
$25.1B
Assets Under Management
4
Total Clients
148
Employees
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Registration Details

CIK
1424717
Accession
crd-112158
Location
SOUTHFIELD, MI
Filing Date
June 17, 2026
AUM
$25.1B
Total Clients
4
Institutional Clients
7
Employees
148
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporationsOther

About this Adviser

PLANTE MORAN FINANCIAL ADVISORS is a registered investment adviser headquartered in SOUTHFIELD, MI, managing approximately $25.1B in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.