Armani
Zori

Plante Moran Financial Advisors

CRD#6779914
Investment Advisor
in Southfield, MI

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About this Advisor

Armani Zori is a certified financial planner who works in Southfield, Michigan with 6 years of relevant experience. Zori is on the advisory team at Plante Moran Financial Advisors. Throughout their career, Zori has worked at Plante Moran Financial Advisors, Michigan State University, Plante Moran, We Repair and Seaholm High School. Zori holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Michigan. Plante Moran Financial Advisors is a registered investment company headquartered in Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 employees. It administers $17 billion in assets among its 16,199 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,199 client accounts, 87% are held by high-net-worth clients who have greater than $1 million in investable assets. Plante Moran Financial Advisors offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on the financial services provided. Fees billed by Plante Moran Financial Advisors likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3000 Town Center Suite 100
Southfield, MI 48075

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

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

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Armani Zori Work History

Armani has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

Michigan State University

2016 - 2016 (< 1 year)

Plante Moran Financial Advisors

2015 - 2016 (1 year)

Michigan State University

2015 - 2015 (< 1 year)

Plante Moran

2013 - 2016 (3 years)

Michigan State University

2013 - 2013 (< 1 year)

We Repair

2009 - 2013 (4 years)

Seaholm High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Armani Zori 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 Financial Advisors

Cartier Zori
West Bloomfield, MI
Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
Logan Olsen
Monroe, WA
Steven Gibson
Chicago, IL
Sean Morris
Grand Rapids, MI
Mitchell Lowe
Ann Arbor, MI
Ainsley Ellison
East Lansing, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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