Plante Moran Insurance Agency

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
127257
Registered since
November 24, 2003

Firm profile

FINTRX

Overview

Plante Moran Insurance Agency operates as a limited liability company focused on insurance-related services. Ownership is listed as a combination of a domestic entity and individual owners. The firm’s classification in the dataset is "unclassified," and it is not identified as a capital allocator or an active ESG investor. Additional labels indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The firm supplied minimal public detail about its business activities, advisory scope, or client profile in the provided dataset. Because those activity and affiliation fields are not populated, available information is limited to organizational descriptors rather than investment strategy or service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Doyle

    David Doyle

    Chief Compliance OfficerCRD 2552281

Contacts

3 of 14
  • Christopher Harper

    Christopher Harper

    Senior ManagerCRD 5715505

  • John Lesser

    John Lesser

    Group Managing PartnerCRD 4454195

  • Steven Gibson

    Steven Gibson

    PartnerCRD 4022300

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth