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Morman, Kaplan, Brilliant and Fransko, LLC

● SEC registered since 2024CRD 284251SEC# 801-129305Ann Arbor, MI
Export (members)
Reg. AUM
$148.2M
Employees
6
Accounts
575
Location
Ann Arbor, MI

Morman, Kaplan, Brilliant and Fransko, LLC assets under management

Morman, Kaplan, Brilliant and Fransko, LLC is a registered investment adviser overseen by the SEC based in Ann Arbor, MI. The firm has been registered since 2024. It reports $148.2 million in regulatory assets under management and employs 6 people.

Morman, Kaplan, Brilliant and Fransko, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alan Jason Brilliant ControlManaging Member/Shareholder25-50%2016
David Lewis Fransko ControlMember/Cco/Shareholder25-50%2016
Michael Truman Kaplan ControlMember/Shareholder25-50%2016
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Frequently asked questions

How much does Morman, Kaplan, Brilliant and Fransko, LLC manage?

Morman, Kaplan, Brilliant and Fransko, LLC reports $148.2 million in regulatory assets under management on its Form ADV.

How many employees does Morman, Kaplan, Brilliant and Fransko, LLC have?

Morman, Kaplan, Brilliant and Fransko, LLC reports 6 employees.

Where is Morman, Kaplan, Brilliant and Fransko, LLC located?

Morman, Kaplan, Brilliant and Fransko, LLC is based in Ann Arbor, MI and has been SEC-registered since 2024.

Does Morman, Kaplan, Brilliant and Fransko, LLC disclose fund performance?

Morman, Kaplan, Brilliant and Fransko, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI 48108
Phone734-272-4322
Fax734-369-3037
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.2M
Non-discretionary$0
Total (RAUM)$148.2M