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PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
Legal name: PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC
CRD 323718File 801-127325
APPROVED
Filing as of Sep 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$242.8M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $242.8M
Clients
1
1 accounts
Employees
17
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 13, 2023
- Principal office
- 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075
- Phone
- (248) 603-5001
- Website
- HTTP://PMREIA.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $242.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $242.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $242.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.