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PLANTE MORAN FINANCIAL ADVISORS
PLANTE MORAN FINANCIAL ADVISORS (CRD# 112158) is an SEC-Registered Investment Advisor (RIA), headquartered in Southfield, MI. The SEC approved the firm to operate as an RIA in Jun 1993. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $14.3 Billion, with discretion over 54% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
PLANTE MORAN FINANCIAL ADVISORS also reported in Mar 2019
  • 142 employees, with 140 performing advisory functions.
  • A total of 21 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
PLANTE MORAN FINANCIAL ADVISORS has no disclosure events reported to the SEC at this time.
 

View PLANTE MORAN FINANCIAL ADVISORS's most recent Form ADV filing
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PLANTE MORAN FINANCIAL ADVISORS has Notice Filings with the following State Securities Authorities: AL-Jul 2011, AZ-Nov 2008, CA-Mar 1996, CO-Sep 2013, CT-Mar 2017 , FL-Jan 1996, GA-Sep 2009, IL-Jun 2004, IN-Jan 2006, KY-Sep 2010 , LA-Sep 2017, MA-Nov 2010, MD-Mar 2013, MI-Nov 2001, MN-Sep 2010 , NC-Nov 2008, NE-Jan 2008, NH-Sep 2017, NJ-Oct 2009, NV-Jan 2006 , NY-Jan 2008, OH-Jan 2003, OR-Sep 2013, PA-Sep 2013, PR-Sep 2018 , SC-Jan 2010, TN-Jan 2010, TX-Jan 2008, VA-Jan 2006, WA-Nov 2009 , WI-Mar 2010


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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