Key facts
- FOUR FINANCIAL MANAGEMENT is a other based in ANN ARBOR, MI.
- FOUR FINANCIAL MANAGEMENT reports $529K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 284251- Regulatory AUM
- $529K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- ANN ARBOR, MI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for FOUR FINANCIAL MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FOUR FINANCIAL MANAGEMENT's AUM?
- FOUR FINANCIAL MANAGEMENT manages approximately $529K in assets.