METIS GLOBAL PARTNERS, LLC

501 W. Broadway
Suite 710
San Diego, California 92101
Tel: 858-436-3030

About METIS GLOBAL PARTNERS, LLC

METIS GLOBAL PARTNERS, LLC, formally registered with the SEC as METIS GLOBAL PARTNERS, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.

METIS GLOBAL PARTNERS, LLC is a San Diego, California based Financial Planning firm with nearly $3,495,138,602 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167276
SEC#	801-91173
Assets Managed by Firm	$3,495,138,602
No. of Clients	24
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$3,495,138,602
Charitable organizations	3	$877,492,652

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