RIA Intel›Advisers›Connecticut›METRIC FINANCIAL, LLC

METRIC FINANCIAL, LLC

Advisory

SIMSBURY, CT

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CT

#894

of 1,312 advisers by AUM

Average account

$199K

across 489 accounts

AUM per adviser

$97M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$97M

Discretionary AUM$97M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients165

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

165 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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