Metric Financial, LLC

Metric Financial, LLC (CRD# 297325) is a financial advisory firm headquartered in Simsbury, CT. They manage $48,100,000 in 363 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
720 Hopmeadow Street, Suite 5, Simsbury, CT 06070
http://metricfin.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $132,507
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Metric Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Baker, financial advisor Simsbury CT
Timothy M. Baker
CRD#: 2827344
720 Hopmeadow Street, Suite 5, Simsbury, CT 06070

Timothy Baker (CRD# 2827344) is an Investment Advisor Representative working at Metric Financial, LLC in Simsbury, CT and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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