RIA Intel›Advisers›Michigan›MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

Advisory

N·ANN ARBOR, MI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$163M
1-Year AUM Growth
+4.5%
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$163M
Discretionary AUM$163M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients336
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record4
First FilingDec 6, 2023
Latest FilingMar 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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