Metric Financial, LLC

Overview

Metric Financial, LLC is organized as a limited liability company and has been registered with the SEC since 1993. Publicly available registry fields identify the owner type as a domestic entity and/or individual, but the firm's regulatory classification is listed as "unclassified." The FINTRX snapshot contains minimal detail about the firm's business model — fields for client types, advisory activities, fee schedule and specific business lines are not populated. Registry flags show Metric Financial is not recorded as a capital allocator and is not classified as an active ESG investor. It also is not identified as a multi-state or newly formed adviser. Taken together, the available data describe a long-standing SEC-registered advisory entity with limited disclosure about its investment approach, client focus, or service offerings.

Assets & Accounts

Location & Offices