LP Profile

Firstmetric

Also known as firstmetric

Wealth ManagerTroy, United StatesFounded 2017
$272M
Assets Under Management
Troy
Headquarters
Investment Focus

About Firstmetric

Firstmetric is a wealth management and financial planning firm in Troy, United States, founded in 2017. It reports about $272 million in assets under management. The firm provides investment management and retirement planning for a fixed monthly fee. Its investment philosophy is passive: client portfolios use low-cost asset class and index funds intended to match the returns of the stock and bond markets, rather than individual stocks or actively managed funds. The firm states a belief that markets are efficient over the long term.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Firstmetric from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$272.1M
Total Clients
48
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Firstmetric across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Firstmetric?

Firstmetric is a wealth manager based in Troy, United States, managing approximately $272M in assets.

Where is Firstmetric headquartered?

Firstmetric is headquartered in Troy, United States.

How much does Firstmetric manage?

Firstmetric manages approximately $272M in assets under management.

When was Firstmetric founded?

Firstmetric was founded in 2017.

How can I contact Firstmetric?

Verified contact details, key decision-makers, and investment preferences for Firstmetric are available on LPbacked. Create a free account to access them.