Overview
Assets Under Management: $148 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284251), MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC is subject to fiduciary duty under federal law.
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC is headquartered in ANN ARBOR, MI.
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC serves 52 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC manages $148 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 575
Discretionary Accounts: 575
Regulatory Filings
CRD Number: 284251
Last Filing Date: 2025-02-25 00:00:00
Website: https://fourfinancial.com