Clinton Twp., MI Office

Team
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Plante Moran financial advisors

Multi-team

Firm-wide stats for Plante Moran financial advisors

Total advisors

132

Across 18 offices

Clients per advisor

30 Very Low

Avg AUM per client

$6,699,075 Very High

HNW client ratio

86% Very High

About

Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a mix of private and institutional clients. Its clients include individual households (including high-net-worth individuals) as well as banks and thrift institutions, insurance companies, not-for-profits, state and municipal entities, other investment advisers, and—uncommonly for peers—sovereign wealth funds.

The firm offers both discretionary and non-discretionary Portfolio Advisory Services, manager search and monitoring, tax-lot accounting, and nonrecurring planning engagements. PMFA’s investment process combines fundamental, technical and cyclical analysis with a proprietary equity market valuation model, and commonly uses third‑party separate account managers and alternative investments; a majority of the firm’s reported AUM is managed on a non‑discretionary basis.

PMFA is part of the larger Plante Moran enterprise and discloses affiliations with a nationally chartered trust bank (Plante Moran Trust, N.A.), a real‑estate–focused investment adviser (Plante Moran Realpoint Investment Advisors) that also provides non‑RIA real estate services, an insurance agency, and a broker‑dealer. Those related‑party relationships and the firm’s client mix (including institutional and government clients) are highlighted in the brochure as sources of potential conflicts of interest and are disclosed alongside PMFA’s custodial and referral arrangements.

Based on Plante Moran financial advisors

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Plante Moran financial advisors

Occupation focus

Founder/Business Owner Executive

Based on Plante Moran financial advisors

Location

19176 Hall Rd., #300

Clinton Twp. MI 48038

Advisors at this office

4

Advisors at this office

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Ruhin S

Series 65

Clinton Twp., MI

Plante Moran financial advisors

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Plante Moran, Ally Financial, and Toyoda Gosei, as well as experience in educational settings such as Michigan State University and Dakota High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cameron R

CFP®, Series 65

Clinton Twp, MI

Plante Moran financial advisors

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John D

CFP®, Series 65

Clinton Twp., MI

Plante Moran financial advisors

John Dreshaj is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, not-for-profits, and sovereign wealth funds. The firm employs a hybrid investment approach combining fundamental, technical, and cyclical analysis with proprietary equity valuation models and utilizes both discretionary and non-discretionary portfolio management services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ainsley E

CFP®, Series 65

Clinton Twp., MI

Plante Moran financial advisors

Ainsley Ellison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors for ten years. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and frequently employs third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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