Full text of METRIC FINANCIAL, LLC's X-17A-5/A filed 2024-05-17 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | | UNITED STATES | OMB APPROVAL<br>OMB Number: 3235-0123 | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------|--| | | SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549 | Expires: Oct. 31, 2023<br>Estimated average burden | | | | | hours per response: 12 | | | | ANNUAL REPORTS<br>FORM X-17A-5 | | | | | PART III | 8-46684 | | | | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2023 AND ENDING 12/31/2023 | | | | | MM/DD/YY | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF FIRM: METRIC FINANCIAL, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer Security-based swap dealer Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | WEWORK C/O METRIC FINANCIAL 725 PONCE DE LEON AVE, NE | | | | | | (No. and Street) | | | | ATLANTA | GA | 30306 | | | (City) | (State) | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | SHARON JONES | 404-213-6863 | SHARON@METRIC-FINANCIAL.COM | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | Goldman & Company CPAs | | | | | | (Name - if individual, state last, first, and middle name) | | | | 3535 Roswell Rd # 32 | Marietta | GEORGIA 30062 | | | Address) | (City) | (Zip Code)<br>(State) | | | 06/29/2009 | | 1952 | | | Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | | FOR OFFICIAL USE ONLY | | | | | | | | | Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public<br>accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 | | | | | CFR 240.17a-5(e)(1)(ii), if applicabl…Read the full text as markdown