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Wealth Manager

Plante Moran Financial Advisors

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Mandates
Data completeness 45%Updated 2026-06-12Sources: SRC-H101-TARGETS-2025

Mandate & appetite

Preferred strategies
Target geographies
Typical ticket
AUM
$100M to $500M
Real-asset allocation
Appetite

Investor profile

H101 Fund target list (RE Hospitality). Original tag: RIA.

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  • Live allocation signals with sources
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