Plante Moran Financial Advisors LLC

Plante Moran Financial Advisors LLC

Plante Moran Financial Advisors LLC

Overview
Date Founded

2008

Headquarters

1098 Woodward Avenue,Detroit, MI 48226-1906

Type of Company

Private

Employees (Worldwide)

142

Industries

Investment Services & Portfolio Management

Company Description

PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation.

Website

http://www.pmfa.com

Contact Data
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In The News
RelSci
November 23, 2020
Plante Moran Financial Advisors LLC disclosed in a filing on September 30, 2020 that it reduced its stake in Yum! Brands, Inc.
Chicago Tribune
November 18, 2020
Weak Oct. retail sales spur unease ahead of holidays; Viral surge, lack of stimulus aid add to consumer caution
Pensions & Investments
September 21, 2020
DC ROUNDUP
PR Newswire
June 22, 2020
Toyota Sweeps Supplier Relations Rankings in Study; is "most preferred" customer
PR Newswire
March 24, 2020
Plante Moran Invests in Introhive to Improve CRM Database Accuracy and Business Relationship Insights; Plante Moran, one of the nation's largest professional services firms, has chosen Introhive's AI-powered sales intelligence and CRM automation technolog

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Executives & Employees
See More
John James Lesser

President

Jim Baird

Chief Investment Officer & Partner

David Timothy Doyle

Chief Compliance Officer

Jeff Eckles

Partner

Mandy Chardoul

Partner

Karen Cady

Partner

Brian Schultz

Partner

Robert M. Palmer

Partner

Christina Ferland

Partner

Scott Daniel Carano

Partner

Board of Directors
Robert M. Palmer

Partner at Plante Moran Financial Advisors LLC

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Trending Organizations
3M Innovative Properties Co.
3M Innovative Properties Assigned Patent for Halogen, Polyhalide Mediated Phenol... - Targeted News Service
US Defense Logistics Agency
ISSPRO Wins $250,000 Federal Contract - Targeted News Service
Pfizer, Inc.
Senior doctors attack decision to make people wait 12 weeks for second dose of P... - The Independent UK
United States Department of Veterans Affairs
ALL AMERICAN CONTRACTING SOLUTIONS Wins $24,910 Federal Contract - Targeted News Service
Atlanta Braves, Inc.
SPORTS; RIP to Hammerin' Hank: He had all of the tools - Los Angeles Times
Paths to Plante Moran Financial Advisors LLC
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Plante Moran Financial Advisors LLC
Recent Transactions
Details Hidden

Lone Peak Capital Group LLC, Lakeview Capital Partners LLC purchase Mikawaya LLC from Century Park Capital Partners, Inc., Gladstone Management Corp.

Details Hidden

NN, Inc., Autocam Medical Device Holdings LLC purchase Southeastern Technology, Inc.

Details Hidden

CTI Clinical Trial & Consulting Services, Inc. purchases Community Research from Thomson Reuters Corporation

Transaction Clients
Investment Advisor
Autocam Medical Device Holdings LLC

Advised on NN, Inc., Autocam Medical Device Holdings LLC purchase Southeastern Technology, Inc.

Investment Advisor
CTI Clinical Trial & Consulting Services, Inc.

Advised on CTI Clinical Trial & Consulting Services, Inc. purchases Community Research from Thomson Reuters Corporation

Investment Advisor
Lakeview Capital Partners LLC

Advised on Lone Peak Capital Group LLC, Lakeview Capital Partners LLC purchase Mikawaya LLC from Century Park Capital Partners, Inc., Gladstone Management Corp.

Non-Profit Donations & Grants
$2,500 - $4,999
2018
Macomb Community College Foundation

$2,500 - $4,999
2017
Judson Center, Inc.

$2,500 - $4,999
2017
Macomb Community College Foundation

Awards & Honors
Rank #11
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Sponsored by Financial Advisor Magazine
Rank #10
2014
Financial Advisor Magazine - Top RIA Survey
Sponsored by Dow Jones & Company, Inc.
Rank #10
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Sponsored by Financial Advisor Magazine

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