Four Financial Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 284251
- SEC number
- 801-129305
- Firm type
- RIA
- Assets under management
- $162.7M as of Mar 18, 2026
- Website
- www.linkedin.com/COMPANY/FOUR-FINANCIAL-MANAGEMENT ↗
- Phone
- 734-272-4322
- Address
- 777 E. Eisenhower Pkwy, Ann Arbor, MI, 48108
Advisors at this firm
5 in our index · page 1 of 1
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Alan Jason BrilliantCRD 3191515 · Ann Arbor, MIIA RegisteredBrokerDisclosure event(s) on record
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David Lewis FranskoCRD 4365885 · Ann Arbor, MIIA RegisteredBrokerDisclosure event(s) on record
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Michael Truman KaplanCRD 3111747 · Ann Arbor, MIIA RegisteredBroker
-
Stephen Marcus MormanCRD 1326740 · Ann Arbor, MIIA RegisteredBroker
-
Cyril Stephen WhiteCRD 2986195 · Ann Arbor, MIIA RegisteredBrokerDisclosure event(s) on record
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 284251 ↗
FINRA BrokerCheck record for firm CRD 284251 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.