Metric Financial, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 33324
- Registered since
- July 20, 1993
- Website
- metricfin.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Devery Cagle
CEO and FounderCRD 2981159

Sharon Jones
Chief Compliance OfficerCRD 3124470
John Grella
CEOCRD 6757707
Contacts
3 of 25
John Williams
Managing DirectorCRD 4225657

Becky Lightman
Team FounderCRD 5373242

Avi Rutstein
Managing DirectorCRD 4552625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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