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| Plante Moran Financial Advisors LLC
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| |
|---|---|
| CRD # | 112158 |
| SEC # | 801-44058 |
| CIK # | 0001424717 |
| AUM | $19.4 BB (2024-08-14) |
| Employees | 141 (99% Investors, 2% Brokers) |
| Phone | 248-352-2500 |
| Address | 3000 Town Center Southfield, MI 48075 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.7 | |
| MSFT | 1,918,222.4 | 11.8 | |
| PEP | 226,773.9 | 8.2 | |
| NVDA | 399,550.0 | 5.2 | |
| AMZN | 1,092,997.8 | 4.5 | |
| GOOGL | 1,475,138.5 | 3.4 | |
| SYK | 74,798.9 | 3.1 | |
| JPM | 340,169.2 | 3.1 | |
| XOM | 385,508.3 | 2.7 | |
| GOOG | 1,482,566.4 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 0.2 |
| (b) Individuals (high net worth individuals) | 3,169 | 18.9 |
| (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 | 4 | 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 | 7 | 0.0 |
| (n) Other | 10 | 0.3 |
| Total | 16,708 | 19.4 |
| By Discretionary | ||
| Discretionary | 11,042 | 8.5 |
| Non-Discretionary | 5,666 | 10.9 |
| Total | 16,708 | 19.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.4 | |
| Total | 16,708 | 19.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001424717] |
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|---|---|---|
|
Government Portfolio Advisors LLC
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|
OR | 20.5 |
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Steward Partners Investment Advisory LLC
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NY | 20.4 |
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Garcia Hamilton & Associates LP
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TX | 20.2 |
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Fund Evaluation Group LLC
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OH | 19.8 |
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T Rowe Price Japan Inc
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19.8 | |
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BNY Mellon Advisors Inc
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Capital Strategies Investment Group LLC
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IL | 19.1 |
|
Johnson Investment Counsel Inc
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OH | 18.6 |
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Newedge Advisors LLC
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LA | 18.4 |
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TRowe Price Hong Kong Limited
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18.3 |