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METCALF INVESTMENT MANAGEMENT, LLC
CRD 307993
400 GALLERIA PKWY, SUITE 1500, ATLANTA, GA, 30339, United States
Phone
404-606-3790
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.6M
Discretionary AUM
$2.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD