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PROVIZR
KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284252
777 E. EISENHOWER PKWY, SUITE 742, ANN ARBOR, MI, 48108, United States
Phone
734-272-4322
Fax
734-369-3037
Registration
— (—)
Source
State registered
Total AUM
$76.5M
Discretionary AUM
$76.5M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $35.1M |
| High net worth individuals | 17 | $41.4M |
All web addresses on file
Official SEC filing: View on IAPD