Metric Financial, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
33324
Registered since
July 20, 1993

Firm profile

FINTRX

Overview

Metric Financial, LLC is a limited liability company that has been SEC-registered since 1993. Publicly reported details about its business model and client focus are minimal: the firm is classified as "unclassified" in the snapshot data and is identified as a domestic entity/individual-owned business. The record indicates Metric Financial does not characterize itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. There are no disclosed descriptions of its advisory activities, fee schedule, or target client segments in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Devery Cagle

    Devery Cagle

    CEO and FounderCRD 2981159

  • Sharon Jones

    Sharon Jones

    Chief Compliance OfficerCRD 3124470

  • John Grella

    CEOCRD 6757707

Contacts

3 of 21
  • Stephen Blumenthal

    Stephen Blumenthal

    Executive ChairmanCRD 1264632

  • Charles Barry

    Charles Barry

    Vice PresidentCRD 2664084

  • Vivian Chen

    Vivian Chen

    Registered RepresentativeCRD 7787400

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1180 W Peachtree Stnw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth