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Plante Moran Real Estate Investment Advisors, LLC

● SEC registered since 2023CRD 323718SEC# 801-127325Southfield, MI
Export (members)
Reg. AUM
$242.8M
Employees
17
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 $242.8 million in regulatory assets under management and employs 17 people.
pmreia.comView on SEC.gov ↗

Plante Moran Real Estate Investment Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
David Timothy Doyle ControlChief Compliance OfficerUnder 5%2022
Dennis Russell Graham ControlBoard MemberUnder 5%2017
John James Lesser ControlBoard MemberUnder 5%2020
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Frequently asked questions

How much does Plante Moran Real Estate Investment Advisors, LLC manage?

Plante Moran Real Estate Investment Advisors, LLC reports $242.8 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 17 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

Address3000 Town Center, Suite 100, Southfield, MI 48075
Phone(248) 603-5001
Office hours9-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$242.8MNo change
Sep '25 — $242.8MOct '25 — $242.8MNov '25 — $242.8MDec '25 — $242.8MJan '26 — $242.8MFeb '26 — $242.8MMar '26 — $242.8MApr '26 — $242.8MMay '26 — $242.8MJun '26 — $242.8M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$242.8Mregulatory AUM
Discretionary $0Non-discretionary $242.8M