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FIRSTMETRIC

TROY, MI · CRD 289483 · IAPD ↗ · 248-817-8919

$272.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — FIRSTMETRIC reported RAUM up 48% ($187.9M -> $278.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.