Plante Moran Real Estate Investment Advisors
Plante Moran Real Estate Investment Advisors is an SEC-registered ria in Southfield, MI with $242.8M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Plante Moran Real Estate Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323718, SEC 801-127325, data through 2025-09-25.
- AUM (assets under management / regulatory AUM)
- $242.8M (2025-09-25)
- Firm type
- Ria
- Location
- Southfield, MI
- Employees
- 17
- CRD
- 323718
- Ownership
- DOYLE, DAVID, TIMOTHY; WEST, MARTIN, JOSEPH; Lichwalla, William, Alan; P&M HOLDING GROUP, LLP; GRAHAM, DENNIS, RUSSELL
How much AUM does Plante Moran Real Estate Investment Advisors have?
Plante Moran Real Estate Investment Advisors reported $242.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-25).
Who owns Plante Moran Real Estate Investment Advisors?
Disclosed owners and executives of Plante Moran Real Estate Investment Advisors include DOYLE, DAVID, TIMOTHY, WEST, MARTIN, JOSEPH, Lichwalla, William, Alan, P&M HOLDING GROUP, LLP, GRAHAM, DENNIS, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.