Plante Moran Real Estate Investment Advisors

RIASEC Registered
Total AUM
$261M
Discretionary
$0
0% of AUM
Avg account
$261M
Accounts
1
Employees
16
Advisory reps
9

Firm details

Headquarters
Southfield, Michigan
CRD number
323718
Registered since
February 13, 2023
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Other Investment Advisers100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 73%, Private Funds 18%, Other 9%73%
  • Non-Exchange Traded Equities73%
  • Private Funds18%
  • Other9%

Owners & executives

2 of 2
  • David Doyle

    David Doyle

    Chief Compliance OfficerCRD 2552281

  • William Lichwalla

    William Lichwalla

    President and Chief Executive OfficerCRD 7650087

Contacts

3 of 7
  • John Lesser

    John Lesser

    Group Managing PartnerCRD 4454195

  • Aidan Williams

    Aidan Williams

    Vice PresidentCRD 7236632

  • Kirk Dedenbach

    Kirk Dedenbach

    Senior Compliance AssociateCRD 2512700

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth