Aidan
Williams

Plante Moran Real Estate Investment Advisors

CRD#7236632
Investment Advisor
in Chicago, IL

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About this Advisor

Aidan Williams is a financial advisor based in Chicago, Illinois, working with Plante Moran Real Estate Investment Advisors. Aidan has previously held positions at Plante Moran Financial Advisors, Finspinre, Uw Madison, Ciee Barcelona, Uw Madison Recreational Sports, Rolling Green Country Club, Pure Health Solutions Inc, Nino's Pizzeria, Gordon Food Service, and Plante Moran Real Estate Investment Advisors. Aidan has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Aidan is part of Plante Moran Real Estate Investment Advisors, which operates out of Chicago, Illinois. The firm has 2 offices and 28 employees. The firm manages assets totaling $307.6 million. The services offered by the firm include the selection of other advisers. The fee structure at Plante Moran Real Estate Investment Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

10 S Riverside Plaza 10Th Floor
Chicago, IL 60606

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Plante Moran Real Estate Investment Advisors Brokerage Details

Total Assets Under Management

$307,564,602

IL Average: $943,424,332
Total Number of Employees

28

IL Average: 21
Total Number of Accounts

1

IL Average: 1,586
Average Account Size

$307,564,602

IL Average: $594,845

Investment Advisory Services

  • Selection of other advisers

Aidan Williams Work History

2022 - Present (3 years)

Plante Moran Real Estate Investment Advisors

2019 - 2022 (3 years)

Plante Moran Financial Advisors

2019 - 2019 (< 1 year)

Finspinre

2018 - 2019 (1 year)

Uw Madison

2018 - 2018 (< 1 year)

Plante Moran Financial Advisors

2018 - 2018 (< 1 year)

Ciee Barcelona

2017 - 2017 (< 1 year)

Uw Madison

2016 - 2018 (2 years)

Uw Madison Recreational Sports

2016 - 2016 (< 1 year)

Rolling Green Country Club

2015 - 2016 (1 year)

Uw Madison

2015 - 2015 (< 1 year)

Pure Health Solutions Inc

2014 - 2015 (1 year)

Nino'S Pizzeria

2013 - 2014 (1 year)

Gordon Food Service

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Disclosures

Please visit the SEC profile of Aidan Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plante Moran Real Estate Investment Advisors

Chiara Giannella
Denver, CO
Aidan Williams
Chicago, IL
Zachary Otte
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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