Metcalf Investment Management, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 307993
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Metcalf Investment Management, LLC is a small, individually owned advisory firm that serves individual and family clients with portfolio management and select consulting services. The firm charges either a percentage of assets under management or fixed fees. Its advisory work focuses on managing discretionary portfolios for individuals and small businesses and it also offers pension consulting services. The firm does not identify as an active ESG investor and is not operated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities44%
- Cash & Cash Equivalents5%
- Derivatives3%
Contacts
1 of 1Casey Metcalf
Managing MemberCRD 5684509
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
- 400 Galleria Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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