Metric Financial, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
26
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 has been SEC-registered since 1993. FINTRX classifies the firm as "Unclassified" and identifies its owner type as a mix of a domestic entity and an individual. The snapshot indicates the firm is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not populate several core profile fields for Metric Financial: client segments, fee schedules, and a description of advisory or business activities are not listed in the available data. That lack of detail limits visibility into the firm's target clients, service model, and investment approach.

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 23
  • John Williams

    John Williams

    Managing DirectorCRD 4225657

  • Becky Lightman

    Becky Lightman

    Financial AdviserCRD 5373242

  • Avi Rutstein

    Avi Rutstein

    Managing DirectorCRD 4552625

Unlock 20 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