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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Formulate Financial LLC
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|---|---|
| CRD # | 331026 |
| SEC # | 801-130229 |
| CIK # | |
| AUM | $213.1 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 561-269-0330 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 94.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 118.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 213.1 |
| By Discretionary | ||
| Discretionary | 83 | 213.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 213.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.1 | |
| Total | 83 | 213.1 |
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|---|---|---|
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Paladin Advisory Group LLC
✚
|
IA | 0.2 |
|
NERD Wallet Wealth Partners
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NY | 0.2 |
|
Clark Wealth Partners LLC
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IL | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Carroll Investors Inc
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|
SC | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Conway Capital Management Inc
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |