Plante Moran Insurance Agency

Overview

Plante Moran Insurance Agency is organized as a limited liability company and appears on SEC records with an initial registration year of 2003. Filings identify ownership as a combination of a domestic entity and individual owners. The firm's public profile is sparse: it is classified as "Unclassified" in the snapshot data and is not listed as a capital allocator. Regulatory flags and service attributes in the snapshot show the firm is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser. The available information does not include a description of advisory services, client segments, or fee arrangements.

Assets & Accounts

Location & Offices