Four Financial Management
Four Financial Management is an SEC-registered mass-market adviser in Ann Arbor, MI with $162.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Four Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284251, SEC 801-129305, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $162.7M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Ann Arbor, MI
- Employees
- 7
- Clients
- 353
- CRD
- 284251
- Ownership
- KAPLAN, MICHAEL, TRUMAN; MORMAN, STEPHEN, MARCUS; FRANSKO, DAVID, LEWIS; BRILLIANT, ALAN, JASON
How much AUM does Four Financial Management have?
Four Financial Management reported $162.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Four Financial Management?
Disclosed owners and executives of Four Financial Management include KAPLAN, MICHAEL, TRUMAN, MORMAN, STEPHEN, MARCUS, FRANSKO, DAVID, LEWIS, BRILLIANT, ALAN, JASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.