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METRIC FINANCIAL, LLC
CRD 297325
945 HOPMEADOW STREET, SIMSBURY, CT, 06070, United States
Phone
860-256-5895
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$97.2M
Discretionary AUM
$97.2M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $32.9M |
| High net worth individuals | 28 | $64.3M |
All web addresses on file
Official SEC filing: View on IAPD