PLANTE MORAN FINANCIAL ADVISORS - Financial Advisor in Michigan, Southfield

Tel: 248-352-2500 3000 Town Center Suite 100 Southfield, Michigan 48075

About PLANTE MORAN FINANCIAL ADVISORS

PLANTE MORAN FINANCIAL ADVISORS is a Southfield, Michigan based financial advisory firm with nearly $20,526,058,796 in assets under management and provides investment advisory services for 17010 clients. There are currently 134 financial advisors at the firm.

General Information

Firm CRD#:

112158

Firm SEC#:

801-44058

Assets Under Management:

$20,526,058,796

No. of Clients:

17010

No. of Advisors:

134

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ADVANCE CAPITAL MANAGEMENT INC

110767

801-28092

14038

$4,023,482,795

CORECAP ADVISORS

158819

801-72687

8713

118

$2,467,486,750

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$1,558,325,820

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$848,017,000

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801-127325

$268,055,453

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$165,994,000

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