AdvisorOS Directory
Claim Profile
AB

Alan Jason Brilliant

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC·ANN ARBOR, Michigan
Unclaimed Profile
777 E. EISENHOWER PKWY, ANN ARBOR, MI 48108CRD# 3191515Firm CRD# 284251
01

About

Alan Jason Brilliant is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
FOUR FINANCIAL MANAGEMENT
AUM
$120M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL COMPENSATION
Regulatory
SEC/IARD CRD# 3191515
Firm CRD# 284251
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ANN ARBOR?

Browse all registered financial advisors in ANN ARBOR, Michigan or claim this profile if it's yours.

Browse ANN ARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alan Jason Brilliant offer?
Alan Jason Brilliant specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Alan Jason Brilliant's credentials?
Alan Jason Brilliant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Jason Brilliant located?
Alan Jason Brilliant is based in ANN ARBOR, Michigan, working with MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Alan Jason Brilliant charge for services?
Alan Jason Brilliant's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC?
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC has approximately 6 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ANN ARBOR
Alexandra Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCAdam Gilbert Boyden — RPM VENTURES III MANAGEMENT, L.L.C.Kelly Chesney — RENAISSANCE VENTURE PARTNERS GP, LLCOliver Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCStanley Joseph Learman — ARBOR INVESTMENT MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile