MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

FOUR FINANCIAL MANAGEMENT
ANN ARBOR, Michigan·4 registered advisors·CRD# 284251
SEC# 801-1293051734-272-4322
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL COMPENSATION
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

4 registered advisors
Alan Jason Brilliant
ANN ARBOR, Michigan
David Lewis Fransko
ANN ARBOR, Michigan
Michael Truman Kaplan
ANN ARBOR, Michigan
Stephen Marcus Morman
ANN ARBOR, Michigan
05

Office Locations

ANN ARBOR, Michigan
4 advisors

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Data sourced from SEC Form ADV filings. MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC (CRD# 284251) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.