Company Information

Get to know Plante Moran Financial Advisors

An affiliate of the public accounting and business advisory firm Plante Moran, Plante Moran Financial Advisors (PMFA) was established in 1977. It is one of the largest independent, fee-only registered investment advisors in the United States. The firm provides integrated and objective wealth management services to high-net-worth individuals, families, and not-for-profit organizations, focusing on financial planning, investment consulting, tax strategy, and estate planning to help clients achieve their financial goals.

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Financial Wealth ManagementPRIMARY

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Plante Moran Financial Advisors

United States

Founded in

1924 (102 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

SEC
LMP Status:
Inactive
Regulated By:

What are the differences in regulations for each

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.