Plante Moran Financial Advisors
Plante Moran Financial Advisors (CRD# 112158) is a financial advisory firm headquartered in Southfield, MI. They manage $19,432,085,297 in 16,708 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management19,432MILLION
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
Benjamin Kiser (CRD# 7373085) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Colubus, OH and has 1 year of experience in the finance industry.
Brett Kunkle (CRD# 7784009) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 1 year of experience in the finance industry.
Emily Lydey (CRD# 7377635) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 2 years of experience in the finance industry.
Connor Matlock (CRD# 7389368) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has over 2 years of experience in the finance industry.
Ryan McEvily (CRD# 7326641) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has 1 year of experience in the finance industry.
Daniel Montgomery (CRD# 7893172) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Columbus, OH and has 1 year of experience in the finance industry.
Matthew Moretuzzo (CRD# 7839372) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 1 year of experience in the finance industry.
Bryce Morgan (CRD# 7388297) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has 1 year of experience in the finance industry.
Sean Morris (CRD# 7120534) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 3 years of experience in the finance industry.
Chadwick Mulligan (CRD# 7803126) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Denver, CO and has 1 year of experience in the finance industry.