RIA Intel›Advisers›Michigan›PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

Advisory

N·SOUTHFIELD, MI

Data as of Sep 26, 2024 · Source: SEC Form ADV

Total AUM

$243M

1-Year AUM Growth

-12.8%

3-Year CAGR

—

Employees

11

Assets Under Management

Total AUM$243M

Discretionary AUM$0

Non-Discretionary AUM$243M

Discretionary %0%

Total Clients1

Team

Total Employees11

Investment Advisers17

Employee Growth (1Y)-27.3%

Filing History

Total Filings on Record6

First FilingJan 12, 2023

Latest FilingSep 26, 2024

🔒 Full AUM trend chart and 6 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.