MAKE THE MEMORY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 331666). Regulatory assets under management: $8.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Matthew Dowd Hale | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Jordan Alan Vlastuin | MANAGING MEMBER | — |
| HALE MATTHEW DOWD | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| VLASTUIN JORDAN ALAN | MANAGING MEMBER | — |