METRIC FINANCIAL, LLC

METRIC FINANCIAL, LLC of SIMSBURY, CT is an SEC-registered investment adviser (CRD 297325). Regulatory assets under management: $97.2M.

Registration

• CRD: 297325
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search