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 $187,919,069 assets under management, offering retirement planning & investment advisory services to 233 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	$187,919,069
No. of Clients	233
No. of Advisors	1

Fee Structure

Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	233	$187,919,069
Individuals (other than high net worth individuals)	8	$3,763,109
High net worth individuals	37	$184,155,960

Inquire with FIRSTMETRIC

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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50

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