# METRIC FINANCIAL, LLC

METRIC FINANCIAL, LLC of SIMSBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 297325
- Type: SEC-registered investment adviser
- Location: 945 HOPMEADOW STREET, SIMSBURY, CT, 06070
- Phone: 860-256-5895
- Latest filing: 2026-03-16
- Regulatory AUM: $97.2M
- Discretionary AUM: $97.2M
- Clients: 3
- Accounts: 489

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297325/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297325/similar
- Related entities: https://search.stillhousedata.com/firm/297325/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297325

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.