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 LLC is an institutional registered investment adviser that began SEC registration in 2023. The firm operates as a capital allocator for institutional clients, with a focus on real estate-related investing and the selection of third‑party managers. It also conducts real estate brokerage activity. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser reports not being an active ESG investor and lists ownership as a combination of a domestic entity and individuals. Industry relationships include ties to broker‑dealers, other investment advisers, trust companies, accounting firms, and insurance companies.
Assets & Accounts
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 7
John Lesser
Group Managing PartnerCRD 4454195

Aidan Williams
Vice PresidentCRD 7236632

Kirk Dedenbach
Senior Compliance AssociateCRD 2512700
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
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