← Back to searchVisit website
FIRSTMETRIC
FIRSTMETRIC, LLC
CRD 289483 · SEC 801-117185
200 E. BIG BEAVER RD, TROY, MI, 48083, United States
Phone
248-817-8919
Fax
248-817-8791
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.1M
Discretionary AUM
$272.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $6.0M |
| High net worth individuals | 39 | $266.1M |
States served
CA, LA, MI, TX
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/FIRSTMETRICHQ/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCKHQOJXFINXGPPXWFS-PY2G
- https://podcasts.apple.com/us/podcast/the-anxious-investor/id1511350648
- HTTPS://WWW.FIRSTMETRIC.COM
- HTTPS://WWW.FACEBOOK.COM/FIRSTMETRIC
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FIRSTMETRIC
- HTTPS://WWW.X.COM/FIRSTMETRIC
Official SEC filing: View on IAPD