| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Alan Vlastuin Control | Managing Member | 50-75% | 2024 |
| Matthew Dowd Hale Control | Managing Member, Chief Compliance Officer | 50-75% | 2024 |
Make the Memory Financial Planning, LLC reports $720,836 in regulatory assets under management on its Form ADV.
Make the Memory Financial Planning, LLC reports 2 employees.
Make the Memory Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 423-218-2822 |
| Office hours | 9:30 - 4:30 |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $721K |
| Non-discretionary | $0 |
| Total (RAUM) | $721K |