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Memento Financial Planning
MEMENTO FINANCIAL PLANNING is an SEC-registered investment adviser in EDGARTOWN, MA. The firm manages approximately $36 million in regulatory assets.
Memento Financial Planning
MEMENTO FINANCIAL PLANNING is an SEC-registered investment adviser in EDGARTOWN, MA. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who are the key principals at Memento Financial Planning?
Key principals are not publicly listed. The firm does not appear to have disclosed its leadership, investment committee, or advisors in available records.
What types of clients does Memento Financial Planning serve?
As an RIA, the firm likely serves high-net-worth families, possibly a single family office. Its name and focus area suggest an emphasis on clients seeking estate and legacy planning.
Is Memento Financial Planning a single family office or does it serve multiple families?
Public records do not clarify the firm's precise structure. The name and RIA registration suggest it may operate as a single-family office or serve a small group of related families.
What is Memento Financial Planning's investment approach?
The firm's approach is not publicly detailed. As a financial planning-focused RIA, it likely uses a tailored, holistic approach centered on client goals, risk tolerance, and long-term capital preservation.
Does Memento Financial Planning manage funds directly or advise on direct investments?
This is not publicly documented. Typical RIAs offer portfolio management, asset allocation, and financial planning, but may not take operational roles in direct investments.
Does Memento Financial Planning maintain any philanthropic or charitable structures?
No public information indicates separate philanthropic structures. The firm's name suggests a focus on legacy, which may include estate planning and charitable giving, but no specific vehicles are disclosed.
What regulatory framework governs Memento Financial Planning?
As an RIA, the firm is registered with the SEC or a state securities regulator, requiring adherence to fiduciary standards and periodic reporting.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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