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FOUR FINANCIAL MANAGEMENT
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251 · SEC 801-129305
777 E. EISENHOWER PKWY, SUITE 740, ANN ARBOR, MI, 48108, United States
Phone
734-272-4322
Fax
734-369-3037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.7M
Discretionary AUM
$162.7M
Team
7 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $80.2M |
| High net worth individuals | 41 | $82.4M |
States served
MI, NC, TX
All web addresses on file
Official SEC filing: View on IAPD