Money Matters
Money Matters (CRD# 122447) is a financial advisory firm headquartered in Avon, CT. They manage $66,003,000 in 163 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Money Matters
By the Numbers
-
Total Assets Under Management66MILLION
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Total Number of Accounts163ACCOUNTS
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Average Account Value$404,926
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, CT, FL, TX
Financial Advisors at Money Matters
No Advisor Found.
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