Metric Financial, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
28
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Metric Financial, LLC is organized as a limited liability company with an ownership structure listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the profile data and is not identified as a capital allocator. It is not flagged as an active ESG investor. The dataset indicates a narrow regulatory/advisory footprint: the firm is not designated as a multi-state adviser, is not marked as newly formed, and is not identified as a pension consultant or as a related adviser. Publicly available profile details in this source do not include descriptions of advisory services, client segments, fee schedules, or investment strategies.

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 25
  • John Williams

    John Williams

    Managing DirectorCRD 4225657

  • Becky Lightman

    Becky Lightman

    Team FounderCRD 5373242

  • Avi Rutstein

    Avi Rutstein

    Managing DirectorCRD 4552625

Unlock 22 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth