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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-15 |
| MI | RA | APPROVED | 2010-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors, Llc | Southfield | MI | 08/2009 | Present |
| P&M Holding Group, Llp | Southfield | MI | 07/2022 | Present |
Partner, P&M Holding Group, LLP - Southfield, MI - 0 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-20 |
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