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PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

SOUTHFIELD, MI · CRD 323718 · IAPD ↗ · pmreia.com · (248) 603-5001

$261.3MRegulatory AUM
11Advisory reps
16Employees
1Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
December 2025 — PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
October 2024 — PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.