Plante & Moran Financial Advisors Ltd Partnership (Southfield)

Plante & Moran Financial Advisors Ltd Partnership is a large advisory firm based in Southfield. It manages $5.34 billion of regulatory assets for 1,929 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Hawaii, and 9 other states.

Plante & Moran Financial Advisors Ltd Partnership provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Plante & Moran Financial Advisors Ltd Partnership: assets under management

The assets under management (AUM) of Plante & Moran Financial Advisors Ltd Partnership is $5.34 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.68 billion in discretionary accounts and $2.67 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plante & Moran Financial Advisors Ltd Partnership for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Plante & Moran Financial Advisors Ltd Partnership

Robert Murray Palmer has been acting as President since 1 Jul 1997. Llp P&M Holding Group joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Louis Matthews	Shareholder of general partnership	1 May 1993	Other	4386504
Joseph William Wentrack	Shareholder of general partnership	1 May 1993	Other	4386507
Roland Peter Prokop	Director of general partnership	1 May 1993	Other	4386509
Pmfa Inc	General partner	1 May 1993	Other	38-3123123
A Michigan Co Partnership Plante & Moran Llp	Limited partner	1 May 1993	75% - 100%	38-1357951
Llp P&M Holding Group	Limited partner	1 May 1993	75% - 100%	38-1357951
James H Keller	Director of general partnership	1 Sep 1996	Other	4386508
Robert Murray Palmer	President	1 Jul 1997	Other	2661154
William Michael Hermann	Director of general partnership	1 Sep 1997	Other	4386513
Leslie Murphy	Shareholder of general partner	1 Dec 2001	Other	4574269
William Michael Hermann	Shareholder of general partner	1 Dec 2001	Other	4386513
William Louis Matthew	Director of general partnership	1 Aug 2002	Other	4386504
William Louis Matthews	Director of general partner	1 Aug 2002	Other	4386504
Leslie Ann Murphy	Director of general partner	1 Jun 2003	Other	4574269
Robert Murray Palmer	Compliance officer	1 Jul 2004	Other	2661154
Dana Richardson Dawe	Chief compliance officer	1 Mar 2005	Other	712708
James Proppe	Director of general partner	1 Mar 2005	Other	5030014
Robert Murray Palmer	Chief compliance officer	1 Oct 2006	Other	2661154
Patrick James Swarz	Chief compliance officer	1 Dec 2006	Other	2554578
Llp P&M Holding Group	Member	1 Jul 2008	75% - 100%	38-1357951
Robert Murray Palmer	President, director	1 Jul 2008	Other	2661154
James Proppe	Chairman of executive board	1 Jul 2008	Other	5030014
Gordon Krater	Director	1 Jul 2008	Other	5612076

Based in Southfield

The principal office where Plante & Moran Financial Advisors Ltd Partnership performs its advisory services is located at 27400 Northwestern Hwy, Southfield, MI 48034, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.