Grand Rapids, MI Front Ave NW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Plante Moran financial advisors
Multi-team
Firm-wide stats for Plante Moran financial advisors
Clients per advisor
30 Very LowAvg AUM per client
$6,699,075 Very HighHNW client ratio
86% Very HighAbout
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
Based on Plante Moran financial advisors
Location
634 Front Ave NW, #300
Grand Rapids MI 49504
Advisors at this office
9
Advisors at this office
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