Plante Moran Financial Advisors LLC
Legal Name: PLANTE MORAN FINANCIAL ADVISORS, LLC
Full Contact Details
Plante Moran Financial Advisors LLC
27400 NORTHWESTERN HWY, SOUTHFIELD, MI
248-352-2500
248-352-0018
Other Info
Plante Moran Financial Advisors LLC is a Michigan-based Limited Liability Company that has been servicing 48 clients since its SEC approval in 1993. The firm is home to a sizeable team of 142 employees, with 138 of them handling advisory roles.
Wealth Management | Plante Moran
Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services.
Direct Owners
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BRADLEY WILLIAM VIRKUS
DIRECTOR owns less than 5%
-
DAVID TIMOTHY DOYLE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES MATTHEW BAIRD
CHIEF INVESTMENT OFFICER owns less than 5%
-
JAMES PROPPE
CHAIRMAN OF THE EXECUTIVE BOARD owns less than 5%
-
JOHN JAMES LESSER
PRESIDENT owns less than 5%
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P&M HOLDING GROUP, LLP
MEMBER owns 75% or more
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ROBERT MURRAY PALMER
VICE PRESIDENT, DIRECTOR owns less than 5%
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