SOUTHFIELD, MICRD 323718Latest ADV September 25, 2025
Plante Moran Real Estate Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southfield, MI. Its latest Form ADV filing, dated September 25, 2025, reports $243M in regulatory assets under management, 17 employees, 2 offices, and 1 account.
Assets Under Management
$243M
Employees
17
Offices
2 offices
Total Clients
<5
Primary office
SOUTHFIELD, MI
3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of September 25, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$243M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts1
10Y AUM Change+$243M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee0:1
10Y Employee Change-9 (-34.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.