$162.7M Total AUM
$162.7M Disc. AUM
-- 3Y CAGR
7 Employees
355 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail
- Platforms
- Focus meridianHarbor zenith +more
- Established Date
- 10-21-2016
- Office Locations
- 2
Office Locations
777 E. Eisenhower Pkwy Suite 740 ANN Arbor MI
-- Charlotte NC
About Four Financial Management
Four Financial Management is an Ann Arbor, MI-based wealth management firm (serving since 2008) providing coordinated investment management, financial planning, tax planning, insurance, and estate planning. Best fit for households with $1M+ portfolios seeking one strategic team and proactive oversight across accounts. Works with platforms including LPL Financial.
Team overview
59 AVG AGE
$27.1M AVG AUM / ADVISOR
$458.2K AVG AUM / CLIENT
8.5 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon Alpha Delta meridian
Client Personas
Pioneer
Custodian
Beacon Signal oak Catalyst
Investment Themes
Focus Capital Pathway prime Meridian
Investment Vehicles
Peak radial Element
Services
Eagle Meridian Horizon vertex Vector wave Matrix Prime Timber Insight Bridge quantum
Technology
Matrix Momentum Catalyst
Owner & Executives
ALAN JASON BRILLIANT
Co Founder, Managing Member, Principal
- CRD
- #3191515
- Ownership
- 25% but less than 50%
(787) 945-9964
vector.glacier@focuscapital.com
in linkedin.com/in/oak-matrix
DAVID LEWIS FRANSKO
Chief Compliance Officer
- CRD
- #4365885
- Ownership
- 25% but less than 50%
(344) 826-7916
focus.alpha@harborcapital.com
in linkedin.com/in/zenith-element
H
Horizon fusion
Peak ember
- CRD
- #28865
- Ownership
- 2.5%
(678) 477-2380
pathway.unison@eaglecapital.com
in linkedin.com/in/harbor-peak
Showing 2 of 4 owners & executives
Unlock allContacts
CHANDLER RANDALL SMITH
--
- CRD
- #6483761
(752) 272-2424
element.glacier@bridgecapital.com
in linkedin.com/in/harbor-zenith
CYRIL STEPHEN WHITE
--
- CRD
- #2986195
(701) 246-3028
delta.ridge@signalcapital.com
in linkedin.com/in/signal-value
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,655,000 | $271,092 |
| Non-Discretionary | $0 | -- |
| Total | $162,655,000 | $271,092 |
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Separately Managed Accounts
Total SMA Asset: $162,655,000
Public Funds:
7.4% Other:
25.6% Equity - Exchange:
8.8% Cash:
17.5% Corporate - Investment Grade:
25.4% U.S. Government/Agency:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $251,244,467 | 7.4% |
| Other | $869,170,049 | 25.6% |
| Equity - Exchange | $298,777,204 | 8.8% |
| Cash | $594,159,213 | 17.5% |
| Corporate - Investment Grade | $862,379,658 | 25.4% |
| U.S. Government/Agency | $519,464,911 | 15.3% |
| Total | $3,395,195,502 | 100.0% |