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METIS GLOBAL PARTNERS, LLC

3170 4th Avenue
Suite 200
San Diego, California 92103
Tel: 858-436-3030

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#167276
SEC#801-91173
Assets Managed by Firm$2,088,666,253
No. of Clients21
No. of Advisors8

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total21$2,088,666,253
Charitable organizations3$516,205,670

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