Unclaimed Profile

William Alan Lichwalla

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC·SOUTHFIELD, Michigan

Clean recordPLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI 48075CRD# 7650087Firm CRD# 323718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Alan Lichwalla · SOUTHFIELD, MI

Registration

CRD #7650087 · PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Alan Lichwalla is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Specialties

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Client Types

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Introduction

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Firm Overview

Firm

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

AUM

$268M

Regulatory assets under management

Employees

Total firm employees

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Services

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7650087

Firm CRD# 323718

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Frequently Asked Questions

What services does William Alan Lichwalla offer?

William Alan Lichwalla is a registered financial advisor in SOUTHFIELD, Michigan. Contact their office for details on services offered.

What are William Alan Lichwalla's credentials?

William Alan Lichwalla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Alan Lichwalla located?

William Alan Lichwalla is based in SOUTHFIELD, Michigan, working with PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does William Alan Lichwalla charge for services?

William Alan Lichwalla's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC?

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC has approximately 14 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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