Make The Memory Financial Planning
Make The Memory Financial Planning is an SEC-registered ria with $8.8M assets under management (AUM, regulatory AUM), +999% over one year. See who owns Make The Memory Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331666, SEC 801-130457, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $8.8M (2026-04-13)
- Firm type
- Ria
- Employees
- 2
- Clients
- 38
- CRD
- 331666
- Ownership
- HALE, MATTHEW, DOWD; VLASTUIN, JORDAN, ALAN
How much AUM does Make The Memory Financial Planning have?
Make The Memory Financial Planning reported $8.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Make The Memory Financial Planning?
Disclosed owners and executives of Make The Memory Financial Planning include HALE, MATTHEW, DOWD, VLASTUIN, JORDAN, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.