FIRSTMETRIC

200 E. Big Beaver Rd
Troy, Michigan 48083
Tel: 248-817-8919

About FIRSTMETRIC

FIRSTMETRIC, formally registered with the SEC as FIRSTMETRIC. The firm was established in 08/19/2019. They have over 2 offices throughout the country.

FIRSTMETRIC is a Troy, Michigan based Financial Planning firm with nearly $278,473,373 assets under management, offering retirement planning & investment advisory services to 249 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289483
SEC#	801-117185
Assets Managed by Firm	$278,473,373
No. of Clients	249
No. of Advisors	1

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	249	$278,473,373
Individuals (other than high net worth individuals)	8	$4,078,465
High net worth individuals	40	$274,394,908

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