The PLANTE MORAN FINANCIAL ADVISORS GROUP is a privately held investment adviser that advises $25.32Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PLANTE MORAN FINANCIAL ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 61.57% over the last 5-years.
The Group has been registered with the SEC for 33.18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 3000 TOWN CENTER SUITE 100, SOUTHFIELD, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 165 employees comprised of 157 investment and 8 non-investment staff. The total number of Employees increased by 28.91% over the last 5-years.
Their $25.32Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $24.56Bn or 96.98% of Total Assets and Individuals own $354.95mn or 1.4% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PLANTE MORAN FINANCIAL ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.