All That Matters Financial Services LLP
All That Matters Financial Services LLP (CRD# 322690) is a financial advisory firm headquartered in North Kingstown, RI. They manage $27,200,000 in 91 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
All That Matters Financial Services LLP
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts91ACCOUNTS
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Average Account Value$298,901
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at All That Matters Financial Services LLP
1
Gregory Kirwan (CRD# 5164057) is an Investment Advisor Representative working at All That Matters Financial Services LLP in North Kingstown, RI and has over 17 years of experience in the finance industry.
2
Brian Mocogni (CRD# 5257866) is an Investment Advisor Representative working at All That Matters Financial Services LLP in North Kingstown, RI and has over 16 years of experience in the finance industry.
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