Full text of PLANTE MORAN INSURANCE AGENCY SERVICES, LLC's X-17A-5 filed 2024-09-18 (period 2024-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **Report of Independent Registered Public Accounting Firm and Statement of Financial Condition for** # PLANTE MORAN INSURANCE AGENCY # SERVICES, LLC **June 30, 2024** {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30. 2026 Estimated average burden hours per response: 12 # ANNUAL REPORTS FORM X-17A-5 PART III SEC FILE NUMBER 65976 FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 06/30/24 FILING FOR THE PERIOD BEGINNING 07/01/23 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: Plante Moran Insurance Agency Services, LLC TYPE OF REGISTRANT (check all applicable boxes): Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 3000 Town Center, Suite 100 | | (No. and Street) | | | | | | | | |----------------------------------------------------------------------------------------------------|------------------------------------------------------------|---------|-------------------------------|--|--|--|--|--| | Southfield | Michigan | | 48075 | | | | | | | (City) | (State) | | (Zip Code) | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | | Pamela Barber | 248-603-5364 | | pamela.barber@plantemoran.com | | | | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Cohen & Company, Ltd. | | | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | 1835 Market St., Suite 310 Philadelphia | | PA | 19103 | | | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | | | 12/17/2003 | 925 | | | | | | | | | (Date of Registration with PCAOB)(if applicable) | (PCAOB Registration Number, if applicable) | | | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to res…Read the full text as markdown