Plante Moran Real Estate Investment Advisors, LLC
● SEC registered since 2023CRD 323718SEC# 801-127325Southfield, MI
Reg. AUM
$261.3M
Employees
16
Accounts
1
Location
Southfield, MI
Plante Moran Real Estate Investment Advisors, LLC assets under management
Plante Moran Real Estate Investment Advisors, LLC operates as an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 2023. It reports $261.3 million in regulatory assets under management and employs 16 people.
Plante Moran Real Estate Investment Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Timothy Doyle Control | Chief Compliance Officer | Under 5% | 2022 |
| Dennis Russell Graham Control | Board Member | Under 5% | 2017 |
| John James Lesser Control | Board Member | Under 5% | 2020 |
| P&m Holding Group, LLP Control | Member | 50-75% | 2013 |
| Realpoint Member, LLC Control | Member | 50-75% | 2013 |
| William Alan Lichwalla Control | Chairman | Under 5% | 2013 |
| Zachary Michael Otte Control | President, Board Member | Under 5% | 2024 |
| Gregory Paul Vankirk Control | Member | 25-50% | 2013 |
| William Alan Lichwalla Control | Member | 25-50% | 2013 |
Frequently asked questions
How much does Plante Moran Real Estate Investment Advisors, LLC manage?
Plante Moran Real Estate Investment Advisors, LLC reports $261.3 million in regulatory assets under management on its Form ADV.
How many employees does Plante Moran Real Estate Investment Advisors, LLC have?
Plante Moran Real Estate Investment Advisors, LLC reports 16 employees.
Where is Plante Moran Real Estate Investment Advisors, LLC located?
Plante Moran Real Estate Investment Advisors, LLC is based in Southfield, MI and has been SEC-registered since 2023.
Does Plante Moran Real Estate Investment Advisors, LLC disclose fund performance?
Plante Moran Real Estate Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Town Center, Suite 100, Southfield, MI 48075 |
| Phone | (248) 603-5001 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.3M▲ 8%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,369 advisers
EmployeesTop 29%
More than 71% of 16,804 advisers
Assets under management
$261.3Mregulatory AUM
Discretionary $0Non-discretionary $261.3M