# PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC of SOUTHFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 323718
- Type: SEC-registered investment adviser
- SEC file number: 801-127325
- Location: 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075
- Phone: (248) 603-5001
- Latest filing: 2025-09-25
- Regulatory AUM: $242.8M
- Non-discretionary AUM: $242.8M
- Clients: 17
- Accounts: 1

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| John James Lesser | BOARD MEMBER | — |
| David Timothy Doyle | CHIEF COMPLIANCE OFFICER | — |
| William Alan Lichwalla | CHAIRMAN; MEMBER | — |
| Dennis Russell Graham | BOARD MEMBER | — |
| Gregory Paul Vankirk | MEMBER | — |
| Zachary Michael Otte | PRESIDENT, BOARD MEMBER | — |
| WEST MARTIN JOSEPH | PRESIDENT, BOARD MEMBER | — |
| DOYLE DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | — |
| LESSER JOHN JAMES | BOARD MEMBER | — |
| Virkus Bradley William | BOARD MEMBER | — |
| Lichwalla William Alan | CHAIRMAN; MEMBER | — |
| GRAHAM DENNIS RUSSELL | BOARD MEMBER | — |
| VANKIRK GREGORY PAUL | BOARD MEMBER; MEMBER | — |
| Otte Zachary Michael | PRESIDENT, BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323718/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323718/similar
- Related entities: https://search.stillhousedata.com/firm/323718/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323718

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.