PLANTE MORAN Overview
Plante Moran Financial Advisors Llc is an investment advisor that manages 11 BN dollars in regulatory AUM and has 114 employees, of which 113 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/08 to 03/31/23. The fund's latest filing disclosed 732MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/08 to 03/31/23. The fund's latest filing disclosed 732MM in positions, representing 7% of the manager's regulatory AUM.
PLANTE MORAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PLANTE MORAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 31.48% | ETF | 5.04% | 0.01% | 0 | 19% | ||
| PEP | 8.99% | Cons. Staples | 0.73% | 0.25% | 0 | 32% | ||
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FEATURED IN
PLANTE MORAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert M. Palmer | Vice President, Director | July-2008 |
| Patrick J. Swarz | Chief Compliance Officer | July-2008 |
| Gordon Krater | Chairman Of Executive Board | July-2008 |
| Frank W. Audia | Director | July-2009 |
| John J. Lesser | President | July-2011 |
| James M. Baird | Chief Investment Officer | February-2013 |
PLANTE MORAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PLANTE MORAN Investment Strategy
PLANTE MORAN Portfolio Concentration
PLANTE MORAN Location
27400 NORTHWESTERN HWY
SOUTHFIELD, Michigan
UNITED STATES, 48034
SOUTHFIELD, Michigan
UNITED STATES, 48034
PLANTE MORAN Contact Information
Phone Number: 248-223-3400
Fax Number: 248-352-0018
Website: http://wealth.plantemoran.com
Fax Number: 248-352-0018
Website: http://wealth.plantemoran.com
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