3170 4th Avenue
Suite 200
San Diego, California 92103
Tel: 858-436-3030
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 $2,088,666,253 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 167276 |
SEC# | 801-91173 |
Assets Managed by Firm | $2,088,666,253 |
No. of Clients | 21 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21 | $2,088,666,253 |
Charitable organizations | 3 | $516,205,670 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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