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 09/30/16. The fund's latest filing disclosed 148MM in positions, representing 1% of the manager's regulatory AUM.

PLANTE MORAN StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PLANTE MORAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DTE 10.32% Utilities 3.45% 0.71% 0 10%
SPY 5.65% ETF 3.84% 0% 0 29%
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FEATURED IN
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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

PLANTE MORAN Contact Information

Phone Number: 248-223-3400
Fax Number: 248-352-0018
Website:

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