Retirement Matters, Inc.

Retirement Matters, Inc. (CRD# 167152) is a financial advisory firm headquartered in Barrington, IL. They manage $21,150,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
777 N. Lake Zurich Rd, Suite 125d, Barrington, IL 60010
https://www.linkedin.com/in/davegrant82/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $274,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Retirement Matters, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Grant, financial advisor Barrington IL
David I. Grant
CRD#: 5862846
777 N. Lake Zurich Rd, Suite 125d, Barrington, IL 60010

David Grant (CRD# 5862846) is an Investment Advisor Representative working at Retirement Matters, Inc. in Barrington, IL and has 1 year 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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