SourcingSourcing

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

C47
CRD 323718·SEC 801-127325·SOUTHFIELD, MI
AUM
$242.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$728K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC
CRD
323718
SEC file #
801-127325
EIN
—
DBA names
Plante Moran Real Estate Investment Advisors

Economics

AUM
$242.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$242.8M → $242.8M▬ 0%
Client mix
Other Investment Advisers1

Operations

Employees (total)
17
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
11 advisors → 11 advisors▬ 0%
Primary office
SOUTHFIELD MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
09/25/2025
ADV-W filed at
—
Website
pmreia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
P&M HOLDING GROUP, LLP
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
P&M HOLDING GROUP, LLP
REALPOINT MEMBER, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PMREIA.COM
Rdap Domain Creation Date
2013-03-14T05:45:49Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-14T05:45:49Z
Rdap Domain Last Changed
2026-01-20T21:45:20Z
Rdap Nameservers
Ns1-08.azure-dns.comNs2-08.azure-dns.netNs3-08.azure-dns.orgNs4-08.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (9)

9
Otte, Zachary, Michael
IAR · Executive Officer · 2.5%
7682483
DOYLE, DAVID, TIMOTHY
Executive Officer · 2.5%
2552281
GRAHAM, DENNIS, RUSSELL
Executive Officer · 2.5%
7651529
LESSER, JOHN, JAMES
Executive Officer · 2.5%
4454195
Lichwalla, William, Alan
Executive Officer · 2.5%
7650087
ZACHARY GRANT BROWN
IAR
6532925
Nicholas Frank Gurica
IAR
8010861
Kirk Dedenbach
IAR
2512700
Aidan Richard Williams
IAR
7236632