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MAKE THE MEMORY FINANCIAL PLANNING

MAKE THE MEMORY FINANCIAL PLANNING, LLC

CRD 331666 · SEC 801-130457

Visit website

MA, United States

Phone

423-218-2822

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.8M

Discretionary AUM

$8.8M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)SUB ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals33$8.0M
High net worth individuals5$855K

States served

MA, TX

All web addresses on file

Official SEC filing: View on IAPD