Michael Herbert Rosenthal
Owner And Chief Compliance OfficerFormulate Financial LLCCRD 2309908
About Michael Herbert Rosenthal
Michael Herbert Rosenthal is listed as Owner And Chief Compliance Officer at Formulate Financial LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Formulate Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Herbert Rosenthal work?
Michael Herbert Rosenthal is listed as Owner And Chief Compliance Officer at Formulate Financial LLC on SEC Form ADV.
How much of Formulate Financial LLC does Michael Herbert Rosenthal own?
Form ADV reports a beneficial ownership band of Over 75%.
Formulate Financial LLC
| Title | Owner And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |