Plante Moran Financial Advisors LLC

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Assets, Funds, Holdings

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Plante Moran Financial Advisors LLC
CRD #112158
SEC #801-44058
CIK #1424717
AUM $16.5 BB (54% Disc, 100% US)
Employees142 (97% Investors, 6% Brokers)
Phone248-352-2500
Address27400 Northwestern Hwy
Southfield, MI 48034
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
DTE 22,500.0 14.1
SPY 11.3
IVV 10.7
PEP 163,770.0 6.7
AAPL 843,560.0 5.7
VOO 5.7
SYK 70,520.0 4.2
IWB 3.7
MDY 3.0
IJH 2.8
View All
Holdings by Sector ($BB)
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CASE Management Inc
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Jackson Square Partners LLC
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16.8
Deutsche Asset Management Inc
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Chandler Asset Management Inc
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Buckingham Asset Management LLC
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