Metric Financial

Metric Financial LLC is an Atlanta-based independent broker-dealer that works with registered representatives and with issuers of alternative products. Since 2019 the firm says it has acted as a managing and selling broker-dealer in the raise of about $750 million of capital for issuers across several industries. It is a FINRA and SIPC member and states registration in 50 states plus the District of Columbia.

Support for representatives includes due diligence and processing of private placements and variable products, plus compliance, administration, and regulatory registration. A customer-relationship summary describes brokerage in mutual funds, variable annuities, and private placements, offered to accredited, retail, and institutional investors, with private placements limited to accredited investors. The firm does not claim a full-range securities platform.

This directory profile covers the Atlanta broker-dealer that distributes private placements and related products. It is not the similarly named Connecticut registered investment adviser Metric Financial LLC. Advisors and issuers should confirm CRD identity before assuming they are the same firm.