Plante Moran Financial Advisors, LLC

Portfolio Overview

Plante Moran Financial Advisors, LLC (PMFA) manages a portfolio characterized by a distinct core-satellite structure heavily weighted toward passive indexing. As of the reporting period ending September 30, 2025, the total portfolio value stood at approximately $1.59 billion, representing a significant increase of 59.2% from the $1.00 billion reported in the previous quarter (June 30, 2024). This substantial growth in assets under management suggests strong net inflows int...