Active
FOUR FINANCIAL MANAGEMENT
Investment Advice|ANN ARBOR, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$148.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 148.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 284251 |
| SEC Number | 801-129305 |
| Street Address | 777 E. EISENHOWER PKWY |
| Street Address 2 | SUITE 740 |
| Location | ANN ARBOR, MI 48108 |
| Country | United States |
| Phone | 734-272-4322 |
| Fax | 734-369-3037 |
| Total Employees | 6 |
| Business Types | insurance_broker |
Client Count by Type (336 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 284 |
| High Net Worth Individual… | 52 |
Community Partners
CHARTER TOWNSHIP OF PITTSFIELD
CITY OF ANN ARBOR
CITY OF MANISTIQUE
COUNTY OF SCHOOLCRAFT
TOWNSHIP OF DOYLE
TOWNSHIP OF GERMFASK
TOWNSHIP OF HIAWATHA
TOWNSHIP OF INWOOD
TOWNSHIP OF MANISTIQUE
TOWNSHIP OF MUELLER
TOWNSHIP OF SENEY
TOWNSHIP OF THOMPSON
CHARTER TOWNSHIP OF PITTSFIELD
CITY OF ANN ARBOR
CITY OF MANISTIQUE
COUNTY OF SCHOOLCRAFT
TOWNSHIP OF DOYLE
TOWNSHIP OF GERMFASK
TOWNSHIP OF HIAWATHA
TOWNSHIP OF INWOOD
TOWNSHIP OF MANISTIQUE
TOWNSHIP OF MUELLER
TOWNSHIP OF SENEY
TOWNSHIP OF THOMPSON
CHARTER TOWNSHIP OF PITTSFIELD
CITY OF ANN ARBOR
CITY OF MANISTIQUE
COUNTY OF SCHOOLCRAFT
TOWNSHIP OF DOYLE
TOWNSHIP OF GERMFASK
TOWNSHIP OF HIAWATHA
TOWNSHIP OF INWOOD
TOWNSHIP OF MANISTIQUE
TOWNSHIP OF MUELLER
TOWNSHIP OF SENEY
TOWNSHIP OF THOMPSON
Municipal Government
12 Active
12
Organizations
ANN ARBOR AREA TRANSPORTATION AUTHORITY
ANN ARBOR DISTRICT LIBRARY
SCHOOLCRAFT CONSERVATION DIST
SCHOOLCRAFT COUNTY CONSERVATION DISTRICT
SCHOOLCRAFT MEDICAL CARE FACILITY
THE MANISTIQUE HOUSING COMMISSION
WASHTENAW HEALTH PROJECT
ANN ARBOR AREA TRANSPORTATION AUTHORITY
ANN ARBOR DISTRICT LIBRARY
SCHOOLCRAFT CONSERVATION DIST
SCHOOLCRAFT COUNTY CONSERVATION DISTRICT
SCHOOLCRAFT MEDICAL CARE FACILITY
THE MANISTIQUE HOUSING COMMISSION
WASHTENAW HEALTH PROJECT
ANN ARBOR AREA TRANSPORTATION AUTHORITY
ANN ARBOR DISTRICT LIBRARY
SCHOOLCRAFT CONSERVATION DIST
SCHOOLCRAFT COUNTY CONSERVATION DISTRICT
SCHOOLCRAFT MEDICAL CARE FACILITY
THE MANISTIQUE HOUSING COMMISSION
WASHTENAW HEALTH PROJECT
Special District
7 Active
7
Organizations
EWASHTENAW MULTICULTURAL
MANISTIQUE AREA SCHOOLS
WASHTENAW INTERMEDIATE SCHOOL DISTRICT
WASHTENAW TECHNICAL MIDDLE COLLEGE
EWASHTENAW MULTICULTURAL
MANISTIQUE AREA SCHOOLS
WASHTENAW INTERMEDIATE SCHOOL DISTRICT
WASHTENAW TECHNICAL MIDDLE COLLEGE
EWASHTENAW MULTICULTURAL
MANISTIQUE AREA SCHOOLS
WASHTENAW INTERMEDIATE SCHOOL DISTRICT
WASHTENAW TECHNICAL MIDDLE COLLEGE
School District
4 Active
4
Organizations
2011 ANN ARBOR WOLVERINES
2015 HOCKEY HOUSE
309 Templin Road Corp
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
2011 ANN ARBOR WOLVERINES
2015 HOCKEY HOUSE
309 Templin Road Corp
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
2011 ANN ARBOR WOLVERINES
2015 HOCKEY HOUSE
309 Templin Road Corp
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2025 Active
2025
Organizations
Community Partners73 organizations
CHARTER TOWNSHIP OF PITTSFIELD
Municipal Government·ANN ARBOR
CITY OF ANN ARBOR
Municipal Government·ANN ARBOR
TOWNSHIP OF GERMFASK
Municipal Government·GERMFASK
TOWNSHIP OF HIAWATHA
Municipal Government·MANISTIQUE
TOWNSHIP OF INWOOD
Municipal Government·COOKS
TOWNSHIP OF MANISTIQUE
Municipal Government·MANISTIQUE
TOWNSHIP OF MUELLER
Municipal Government·ANN ARBOR
TOWNSHIP OF SENEY
Municipal Government·SENEY
TOWNSHIP OF THOMPSON
Municipal Government·MANISTIQUE
ANN ARBOR AREA TRANSPORTATION AUTHORITY
Special District·ANN ARBOR
SCHOOLCRAFT CONSERVATION DIST
Special District·MANISTIQUE
SCHOOLCRAFT MEDICAL CARE FACILITY
Special District·MANISTIQUE
THE MANISTIQUE HOUSING COMMISSION
Special District·MANISTIQUE
WASHTENAW HEALTH PROJECT
Special District·ANN ARBOR
EWASHTENAW MULTICULTURAL
School District·ANN ARBOR
WASHTENAW INTERMEDIATE SCHOOL DISTRICT
School District·ANN ARBOR
WASHTENAW TECHNICAL MIDDLE COLLEGE
School District·ANN ARBOR
2011 ANN ARBOR WOLVERINES
Nonprofit Organization·ANN ARBOR
2015 HOCKEY HOUSE
Nonprofit Organization·Ann Arbor
309 Templin Road Corp
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manistique
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ann Arbor
A2 ELITE YOUTH TRACK CLUB
Nonprofit Organization·ANN ARBOR
A2ETHICS ORG
Nonprofit Organization·Ann Arbor
A2GEEKS
Nonprofit Organization·Ann Arbor
A2 MISSIONARY FUND
Nonprofit Organization·ANN ARBOR
A2MODERN
Nonprofit Organization·Ann Arbor
A2 RAPTOR RESCUE
Nonprofit Organization·Ann Arbor
A2TOR
Nonprofit Organization·Ann Arbor
A5 SCHOLARSHIP CHARITY
Nonprofit Organization·ANN ARBOR
AAAPTG FOUNDATION
Nonprofit Organization·Ann Arbor
AACE INTERNATIONAL
Nonprofit Organization·Ann Arbor
AACTMAD
Nonprofit Organization·Ann Arbor
AARON WARD CHILDRENS FOUNDATION
Nonprofit Organization·Ann Arbor
AASY ACTION
Nonprofit Organization·Ann Arbor
ABBOT ELEMENTARY SCHOOL PTO
Nonprofit Organization·Ann Arbor
ACADEMIC FREEDOM LECTURE FUND
Nonprofit Organization·ANN ARBOR
ACADEMY FOR SPORT LEADERSHIP
Nonprofit Organization·Ann Arbor
ACCESS NATURAL HEALTH
Nonprofit Organization·ANN ARBOR
ACTIONET INC
Nonprofit Organization·ANN ARBOR
ACTIVE AGAINST ALS
Nonprofit Organization·ANN ARBOR
ADELIA CHEEVER SOCIETY
Nonprofit Organization·Ann Arbor
ADULT LEARNING SYSTEMS-LOWER MIINC
Nonprofit Organization·ANN ARBOR
ADVANTAGE USER GROUP
Nonprofit Organization·Ann Arbor