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Plante Moran Financial Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $14.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 13K
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

125

name start date
Jeremy Stephen Tollas
June 2010
Douglas Allen Coursen
May 2010
James Andrew Hankenhof
November 2012
Eric James Palmer
April 2015
Tricia Irene Newcomb
September 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    P & M Corporate Finance, LLC Broker-Dealer --
    Plante & Moran, PLLC -- --
    Plante Moran Trust -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Murray Palmer Vice President, Director July, 2008 less than 5%
      John James Lesser President July, 2011 less than 5%
      James Matthew Baird Chief Investment Officer February, 2013 less than 5%
      James Proppe Chairman Of The Executive Board July, 2017 less than 5%
      Bradley William Virkus Director July, 2017 less than 5%
      David Timothy Doyle Chief Compliance Officer April, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees