Matthew Dowd Hale
Managing Member, Chief Compliance OfficerMake the Memory Financial Planning, LLCCRD 5790390
About Matthew Dowd Hale
Matthew Dowd Hale is listed as Managing Member, Chief Compliance Officer at Make the Memory Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Make the Memory Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Dowd Hale work?
Matthew Dowd Hale is listed as Managing Member, Chief Compliance Officer at Make the Memory Financial Planning, LLC on SEC Form ADV.
How much of Make the Memory Financial Planning, LLC does Matthew Dowd Hale own?
Form ADV reports a beneficial ownership band of 50-75%.
Make the Memory Financial Planning, LLC
| Title | Managing Member, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |