|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Plante Moran Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 112158 |
| SEC # | 801-44058 |
| CIK # | 0001424717 |
| AUM | $21.8 B (2025-07-22) |
| Employees | 146 (99% Investors, 2% Brokers) |
| Phone | 248-352-2500 |
| Address | 3000 Town Center Southfield, MI 48075 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Microsoft Corp | 10.1 | ||
| Amazon Com Inc | 5.3 | ||
| J P Morgan Chase & Co | 3.7 | ||
| PepsiCo Inc | 3.6 | ||
| Stryker Corp | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Commerce Bancshares Inc /MO/ | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| Alphabet Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 0.4 |
| (b) Individuals (high net worth individuals) | 3,147 | 21.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 11 | 0.0 |
| Total | 17,525 | 21.8 |
| By Discretionary | ||
| Discretionary | 11,281 | 9.3 |
| Non-Discretionary | 6,244 | 12.4 |
| Total | 17,525 | 21.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.8 | |
| Total | 17,525 | 21.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001424717] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garcia Hamilton & Associates LP
✚
|
TX | 22.8 |
|
Sustainable Growth Advisers LP
✚
|
CT | 22.1 |
|
H&H International Investment LLC
✚
|
CA | 21.9 |
|
TRowe Price Hong Kong Limited
✚
|
21.8 | |
|
Capital Strategies Investment Group LLC
✚
|
IL | 21.3 |
|
Johnson Investment Counsel Inc
✚
|
OH | 20.9 |
|
Bandhan AMC Limited
✚
|
20.6 | |
|
Fund Evaluation Group LLC
✚
|
OH | 20.6 |
|
Xponance Inc
✚
|
PA | 20.5 |
|
Belle Haven Investments LP
✚
|
NY | 20.4 |