FORMULATE FINANCIAL LLC is an SEC-registered investment adviser (CRD 331026). Regulatory assets under management: $229.4M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Michael Herbert Rosenthal | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| ROSENTHAL MICHAEL HERBERT | OWNER AND CHIEF COMPLIANCE OFFICER | — |