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.

Contact Data
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Executives & Employees

President

Chief Investment Officer & Partner

Chief Compliance Officer

Partner

Partner

Partner

Partner

Board of Directors

Partner at Plante Moran Financial Advisors LLC

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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

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

Investment Advisor

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

Investment Advisor

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
2017
Awards & Honors
Rank #11
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #10
2014
Financial Advisor Magazine - Top RIA Survey
Rank #10
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
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