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 a limited liability company that has been SEC-registered since 1993. Publicly reported details about its business model and client focus are minimal: the firm is classified as "unclassified" in the snapshot data and is identified as a domestic entity/individual-owned business. The record indicates Metric Financial does not characterize itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. There are no disclosed descriptions of its advisory activities, fee schedule, or target client segments in the available data.
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
3 of 3
Devery Cagle
CEO and FounderCRD 2981159

Sharon Jones
Chief Compliance OfficerCRD 3124470
John Grella
CEOCRD 6757707
Contacts
3 of 21
Stephen 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
Similar firms
Enerecap Partners, LLC
Broker-DealerAtlanta, GA
Register Financial Associates, Inc.
Broker-DealerAtlanta, GA
Mazzone & Associates, LLC
Broker-DealerAtlanta, GA
Walnut Creek Capital Advisors, LLC
Broker-DealerAtlanta, GA
VRA Partners, LLC
Broker-DealerAtlanta, GA
Kurt Salmon Capital Advisors, LLC
Broker-DealerAtlanta, GA