PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
Firm details
- Headquarters
- SOUTHFIELD, Michigan
- CRD number
- 323718
- Registered since
- February 13, 2023
- Website
- www.plantemoran.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Other Investment Advisers100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Plante Moran Real Estate Investment Advisors operates as a limited liability company and was registered with the SEC in 2023. The firm primarily serves institutional clients and engages in activities related to real estate brokerage and the selection of other advisers. While it does not actively pursue ESG investments, it stands out as a capital allocator in the real estate sector, focusing on specific investment strategies and manager allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Non-Exchange Traded Equities73%
- Private Funds18%
- Other9%
Owners & executives
2 of 2DAVID DOYLE
Chief Compliance OfficerCRD 2552281
William Lichwalla
President and Chief Executive OfficerCRD 7650087
Contacts
3 of 7Nicholas Gurica
Senior Vice PresidentCRD 8010861
ZACHARY BROWN
Senior Vice PresidentCRD 6532925
Zachary Otte
Senior Vice President, PrincipalCRD 7682483
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
SG REAL ESTATE I
RIASOUTHFIELD, MI
CIG ASSET MANAGEMENT, INC.
RIASOUTHFIELD, MI
TRM ADVISORS LP
RIASOUTHFIELD, MI
ELE ADVISORY SERVICES, INC
RIASOUTHFIELD, MI
DYNAMIC WEALTH SOLUTIONS LLC
RIASOUTHFIELD, MI
WITTENBERG INVESTMENTS INC.
RIASOUTHFIELD, MI