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
Tricia Newcomb (CRD# 4545446) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has over 21 years of experience in the finance industry.
Logan Olsen (CRD# 6141292) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Monroe, WA and has over 5 years of experience in the finance industry.
Eric Palmer (CRD# 6078700) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Denver, CO and has over 9 years of experience in the finance industry.
Shawn Riley (CRD# 4753430) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 20 years of experience in the finance industry.
Cameron Roehl (CRD# 6300440) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Clinton Township, MI and has over 10 years of experience in the finance industry.
Jennifer Schumacher (CRD# 6799066) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 6 years of experience in the finance industry.
Scott Schwartz (CRD# 6930612) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 6 years of experience in the finance industry.
Ellis Shanley (CRD# 6809622) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 5 years of experience in the finance industry.
Alex Smith (CRD# 6496456) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 6 years of experience in the finance industry.
David Stahl (CRD# 5727583) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 14 years of experience in the finance industry.