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FIRSTMETRIC

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

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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 StatusApproved
Firm CRD#289483
SEC#801-117185
Assets Managed by Firm$278,473,373
No. of Clients249
No. of Advisors1

Fee Structure

  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total249$278,473,373
Individuals (other than high net worth individuals)8$4,078,465
High net worth individuals40$274,394,908

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