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
By the Numbers
-
Total Assets Under Management21MILLION
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Total Number of Accounts77ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Retirement Matters, Inc.
1
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.
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