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FIRM PROFILE
Overview
METRIC FINANCIAL, LLC is located at 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309 and was first established at Atlanta, Georgia in 05/01/1981. After operating for 45 years, METRIC FINANCIAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of METRIC FINANCIAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. METRIC FINANCIAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at METRIC FINANCIAL, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access METRIC FINANCIAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at METRIC FINANCIAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for METRIC FINANCIAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Small
(678) 528-1151
Georgia since 05/01/1981
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at METRIC FINANCIAL, LLC
John Thomas Williams JR.
Avi Jonathan Rutstein
Eliot Dylan Marr
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