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| Plante Moran Financial Advisors LLC
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|---|---|
| CRD # | 112158 |
| SEC # | 801-44058 |
| CIK # | 0001424717 |
| AUM | 25.12 B (2026-06-17) |
| Employees | 148 (99% Investors, 2% Brokers) |
| Phone | 248-352-2500 |
| Address | 3000 Town Center Southfield, MI 48075 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 12.4 | |
| Microsoft Corp | 5.6 | |
| Johnson & Johnson | 3.3 | |
| Amazon Com Inc | 2.9 | |
| Alphabet Inc | 2.8 | |
| J P Morgan Chase & Co | 2.6 | |
| Alphabet Inc | 2.2 | |
| DTE Energy Co | 1.7 | |
| Costco Wholesale Corp /NEW | 1.6 | |
| PepsiCo Inc | 1.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 0.4 |
| (b) Individuals (high net worth individuals) | 3,355 | 24.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 11 | 0.0 |
| Total | 18,766 | 25.1 |
| By Discretionary | ||
| Discretionary | 11,815 | 10.1 |
| Non-Discretionary | 6,951 | 15.0 |
| Total | 18,766 | 25.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.1 | |
| Total | 18,766 | 25.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001424717] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.7B |
| Clients | 4 |
| Serves | Institutional, Retail |
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