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James Matthew Baird

PLANTE MORAN FINANCIAL ADVISORS, LLC·SOUTHFIELD, Michigan
Clean record16 years registeredPLANTE MORAN FINANCIAL ADVISORS, LLC
3000 TOWN CENTER, SOUTHFIELD, MI 48075CRD# 5041143Firm CRD# 112158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Matthew Baird · SOUTHFIELD, MI
Registration
CRD #5041143 · PLANTE MORAN FINANCIAL ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

PLANTE MORAN FINANCIAL ADVISORS
Feb 2010 – present
02

Registrations & Exams

Registration record
First registered · February 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PLANTE MORAN FINANCIAL ADVISORS, LLC
CRD 112158 · SEC 801-44058
AUM
$20.5B
Regulatory assets under management
Employees
134
17,010 client accounts
Services offered by PLANTE MORAN FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Matthew Baird offer?
James Matthew Baird specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are James Matthew Baird's credentials?
James Matthew Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Baird located?
James Matthew Baird is based in SOUTHFIELD, Michigan, working with PLANTE MORAN FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does James Matthew Baird charge for services?
James Matthew Baird's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANTE MORAN FINANCIAL ADVISORS, LLC?
PLANTE MORAN FINANCIAL ADVISORS, LLC has approximately 134 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC

Mark C. Dixon
SOUTHFIELD, MI
Patrick James Swarz
SOUTHFIELD, MI
Robert Murray Palmer
SOUTHFIELD, MI
Mark Daniel Corombos
SOUTHFIELD, MI

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