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Plante Moran Financial Advisors CRD 112158
$25.1B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-04 |
| MI | RA | APPROVED | 2010-02-04 |
Branch Locations
3000 Town Center Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 07/1991 | Present |
| Plante & Moran Pllc | Southfield | MI | 06/1989 | Present |
PLANTE & MORAN, PLLC SINCE 06/1989 NOT INVESTMENT RELATED, PARTNER, ASSISTS IN SOME MANAGEMENT ASPECTS OF RUNNING FIRM, 30 HOURS PER MONTH, MOST DURING TRADING HOURS
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