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 that has been registered with the SEC since 1993. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. FINTRX also indicates Metric Financial is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
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
2 of 2DEVERY CAGLE
CEO and FounderCRD 2981159
JOHN GRELLA
CEOCRD 6757707
Contacts
3 of 27STEPHEN BLUMENTHAL
Executive ChairmanCRD 1264632
Charles Barry
Vice PresidentCRD 2664084
Vivian Chen
Registered RepresentativeCRD 7787400
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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