Plante Moran Insurance Agency

Broker-DealerFINRA MemberEst. 2003
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 is organized as a limited liability company and is shown as SEC-registered in 2003. Ownership is listed as a combination of a domestic entity and individual ownership. The firm is categorized as "Unclassified" in the available snapshot and is not identified as a capital allocator, active ESG investor, multi-state adviser, pension consultant, or related adviser. Public entries for the firm's fee schedule, client segments, detailed business activities, and advisory services are not provided in the data set, so its primary operating model beyond the insurance-related name is not described in the record.

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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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