Plante Moran Insurance Agency

Overview

Plante Moran Insurance Agency is organized as a limited liability company and is listed as an SEC-registered entity since 2003. The firm's ownership structure is described as including a domestic entity and an individual owner. In the FINTRX snapshot the firm is classified as unclassified rather than under a specific adviser category. The dataset indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It is also not flagged as a pension consultant, a related adviser, or a newly formed adviser in the provided record.

Assets & Accounts

Location & Offices