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Austin Joseph Delacruz

Plante Moran Financial Advisors

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About Austin Joseph Delacruz

Austin Delacruz is an investment advisor representative with Plante Moran Financial Advisors. Austin has been in the financial services industry since August 2014. Austin specializes in providing financial planning, portfolio management for individuals and businesses. Austin is registered in Michigan.

Firm Information

Austin Delacruz is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Delacruz’s Registration & Firm History

MI

04/24/2023 - Present

Plante Moran Financial Advisors (Ann Arbor MI)

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Licenses & Designations

IA

Issued 04/24/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Joseph Delacruz.
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