Plante Moran Insurance Agency
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 127257
- Registered since
- November 24, 2003
- Website
- www.plantemoran.com
Firm profile
FINTRXAssets & Accounts
Plante Moran Insurance Agency reports 0 clients and an average client size of $0.00. The source does not provide a reported assets-under-management figure or account counts beyond that client tally. That profile is consistent with an entity that either does not act as a discretionary asset manager or does not report client AUM through the source used here. If you need to confirm whether the firm holds advisory assets through another affiliate structure or provides non-AUM insurance and risk-transfer services, contact the firm directly for detail.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
David Doyle
Chief Compliance OfficerCRD 2552281
Contacts
3 of 13
Christina Slongo
Life Insurance AdvisorCRD 7615738
Nathan Scott Buchalski
Group Managing PartnerCRD 8131190
Kasey Styrna
Senior Compliance AdvisorCRD 4044045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 3000 Town Ctr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CIG Securities
Broker-DealerSouthfield, MI
Hantz Financial Services, Inc.
Broker-DealerSouthfield, MI
Cascade Partners Bd, LLC
Broker-DealerSouthfield, MI
Corecap Investments, LLC
Broker-DealerSouthfield, MI
Multi-Bank Securities, Inc.
Broker-DealerSouthfield, MI
ELE Wealth Solutions, Inc.
Broker-DealerSouthfield, MI