Metric Financial, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
23
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 and is SEC-registered (registration year recorded as 1993). FINTRX classifies the firm as unclassified and indicates ownership includes both a domestic entity and an individual owner. The firm is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive detail in the FINTRX snapshot about its client segments, fee schedules, or specific advisory activities, and no affiliated activities or professional affiliations were reported 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

2 of 2
  • Devery Cagle

    Devery Cagle

    CEO and FounderCRD 2981159

  • 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