Four Financial Management
Four Financial Management (CRD# 284251) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $119,800,000 in 566 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management120MILLION
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Total Number of Accounts566ACCOUNTS
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Average Account Value$211,661
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, TX
Alan Brilliant (CRD# 3191515) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 25 years of experience in the finance industry.
David Fransko (CRD# 4365885) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 23 years of experience in the finance industry.
Michael Kaplan (CRD# 3111747) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 25 years of experience in the finance industry.
Stephen Morman (CRD# 1326740) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 39 years of experience in the finance industry.
Chandler Smith (CRD# 6483761) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 5 years of experience in the finance industry.
Cyril White (CRD# 2986195) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has 1 year of experience in the finance industry.