Firstmetric is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 31, 2026, reports $272M in regulatory assets under management, 1 employee, 1 office, and 48 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.3% of total clients.
Top client categories% of clientsClients
1
HNWI
81.3%
39
2
Individuals
18.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 31, 2026
Discretionary100.0%
$272M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$272M
Total Accounts48
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.