It Matters Financial, LLC
It Matters Financial, LLC (CRD# 284275) is a financial advisory firm headquartered in , . They manage $7,699,179 in 22 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
It Matters Financial, LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts22ACCOUNTS
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Average Account Value$349,963
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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, NH
Financial Advisors at It Matters Financial, LLC
1
Carole Gelotti (CRD# 6673080) is an Investment Advisor Representative working at It Matters Financial, LLC in Nashua, NH and has over 7 years of experience in the finance industry.
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