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
44 Main St., North Kingstown, RI 02852
https://www.atmfs.partners/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at All That Matters Financial Services LLP
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Kirwan, financial advisor North Kingstown RI
Gregory H. Kirwan
CRD#: 5164057
44 Main St., North Kingstown, RI 02852

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, financial advisor North Kingstown RI
Brian J. Mocogni
CRD#: 5257866
44 Main St., North Kingstown, RI 02852

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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