Plante & Moran Financial Advisors Ltd Partnership is a large advisory firm based in Southfield. It manages $5.34 billion of regulatory assets for 1,929 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Hawaii, and 9 other states.
Plante & Moran Financial Advisors Ltd Partnership provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Plante & Moran Financial Advisors Ltd Partnership is $5.34 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Plante & Moran Financial Advisors Ltd Partnership for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Murray Palmer has been acting as President since 1 Jul 1997. Llp P&M Holding Group joined the executive team most recently as the Member.
The principal office where Plante & Moran Financial Advisors Ltd Partnership performs its advisory services is located at 27400 Northwestern Hwy, Southfield, MI 48034, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-223-3400 or by fax 248-352-0018. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.