M
$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- InsightFocus +more
- Established Date
- 06-11-2024
- Office Locations
- 1
Office Locations
-- Burglengenfeld --
About Make THE Memory Financial Planning
Make The Memory (MTM) Financial Planning is a flat-fee, fiduciary firm providing comprehensive planning, tax and retirement strategy, and evidence-based investment management for public sector employees, veterans, and firefighters. Led by two CFP professionals with 25+ years combined experience, the team is known for navigating public benefits and military OCONUS transitions and is part of the XY Planning Network.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$232.0K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
North Summit
Client Personas
Delta Catalyst wave Unison catalyst
Custodian
Glacier North Glacier legacy Prime Glacier atlas
Investment Themes
Pathway Momentum Signal Foundation vertex
Investment Vehicles
Radial
Services
Oak Atlas Catalyst wave Radial harbor Element Alpha insight Beacon Legacy Alpha Timber meridian Horizon unison Summit summit
Technology
Horizon Summit catalyst Glacier meridian Crest Prime
Owner & Executives
M
MATTHEW DOWD HALE
Chief Compliance Officer, Managing Member
- CRD
- #5790390
- Ownership
- 50% but less than 75%
(851) 787-6549
value.optima@unisoncapital.com
in linkedin.com/in/fusion-beacon
J
JORDAN ALAN VLASTUIN
Managing Member
- CRD
- #6211057
- Ownership
- 50% but less than 75%
(484) 673-6236
element.timber@optimacapital.com
in linkedin.com/in/vertex-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,817,300 | $54,766 |
| Non-Discretionary | $0 | -- |
| Total | $8,817,300 | $54,766 |
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Separately Managed Accounts
Total SMA Asset: $8,817,300
Equity - Exchange:
17.3% Cash:
53.4% Public Funds:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $808,206,661 | 17.3% |
| Cash | $2,494,695,704 | 53.4% |
| Public Funds | $1,368,812,437 | 29.3% |
| Total | $4,671,714,802 | 100.0% |