RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRILLIANT, ALAN, JASONIMANAGING MEMBER/SHAREHOLDERC Control
BRILLIANT, ALAN, JASONIMANAGING MEMBER/SHAREHOLDERC Control
BRILLIANT, ALAN, JASONIMANAGING MEMBER/SHAREHOLDERC Control
BRILLIANT, ALAN, JASONIMANAGING MEMBER/SHAREHOLDERC Control
BRILLIANT, ALAN, JASONIMANAGING MEMBER/SHAREHOLDERC Control
FRANSKO, DAVID, LEWISIMEMBER/CCO/SHAREHOLDERC Control
FRANSKO, DAVID, LEWISIMEMBER/CCO/SHAREHOLDERC Control
FRANSKO, DAVID, LEWISIMEMBER/CCO/SHAREHOLDERC Control
FRANSKO, DAVID, LEWISIMEMBER/CCO/SHAREHOLDERC Control
FRANSKO, DAVID, LEWISIMEMBER/CCO/SHAREHOLDERC Control
KAPLAN, MICHAEL, TRUMANIMEMBER/SHAREHOLDERC Control
KAPLAN, MICHAEL, TRUMANIMEMBER/SHAREHOLDERC Control
KAPLAN, MICHAEL, TRUMANIMEMBER/SHAREHOLDERC Control
KAPLAN, MICHAEL, TRUMANIMEMBER/SHAREHOLDERC Control
KAPLAN, MICHAEL, TRUMANIMEMBER/SHAREHOLDERC Control
MORMAN, STEPHEN, MARCUSIMEMBER/SHAREHOLDERC Control
MORMAN, STEPHEN, MARCUSIMEMBER/SHAREHOLDERC Control
MORMAN, STEPHEN, MARCUSIMEMBER/SHAREHOLDERC Control
MORMAN, STEPHEN, MARCUSIMEMBER/SHAREHOLDERC Control
MORMAN, STEPHEN, MARCUSIMEMBER/SHAREHOLDERC Control

Registrations

Federal

IA
Feb 25, 2025 REGISTERED

Notice Filings (3)

MI NC TX

Address

777 E. EISENHOWER PKWY
SUITE 740
ANN ARBOR, MI 48108
United States
Phone: 734-272-4322