MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
Legal name: FOUR FINANCIAL MANAGEMENT
CRD #284251 SEC #801-129305 ANN ARBOR, MI 734-272-4322
SEC Registered
Total AUM
$148.2M
Discretionary
$148.2M
Employees
6
Clients
10
Accounts
575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $148.2M | $148.2M | $0 | 6 | 1 |
| Aug 2024 | $119.8M | $119.8M | $0 | 6 | 2 |
| Mar 2024 | $119.8M | $119.8M | $0 | 6 | 2 |
| Jan 2024 | $114.6M | $114.6M | $0 | 6 | 3 |
| Dec 2023 | $114.6M | $114.6M | $0 | 6 | 3 |
DateFeb 2025
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees6
Clients1
DateAug 2024
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees6
Clients2
DateJan 2024
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients3
DateDec 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients3