|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Morman Kaplan Brilliant and Fransko LLC
✚
|
|
|---|---|
| CRD # | 284251 |
| SEC # | 801-129305 |
| CIK # | |
| AUM | $148.2 M (2025-02-25) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 734-272-4322 |
| Address | 777 E Eisenhower Pkwy Ann Arbor, MI 48108 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 30.2 |
| (b) Individuals (high net worth individuals) | 52 | 118.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 148.2 |
| By Discretionary | ||
| Discretionary | 575 | 148.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 575 | 148.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 147.7 | |
| Total | 575 | 148.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Garner Financial Management Inc
✚
|
CA | 0.1 |
|
DWV Advisors LLC
✚
|
VT | 0.1 |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 0.1 |
|
Emeth Value Capital LLC
✚
|
LA | 0.1 |
|
Strategas Asset Management LLC
✚
|
NY | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |