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 and is SEC-registered (registration year recorded as 1993). FINTRX classifies the firm as unclassified and indicates ownership includes both a domestic entity and an individual owner. The firm is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive detail in the FINTRX snapshot about its client segments, fee schedules, or specific advisory activities, and no affiliated activities or professional affiliations were reported 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
2 of 2
Devery Cagle
CEO and FounderCRD 2981159
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
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