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FORMULATE FINANCIAL LLC
CRD 331026 · SEC 801-130229
NY, United States
Phone
5612690330
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.4M
Discretionary AUM
$229.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $116.1M |
| Pension/profit sharing plans | 3 | $113.4M |
States served
NY, FL
Official SEC filing: View on IAPD