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Metric Financial

EST. AUM
$97,232,899

CONTACTS
1

CLIENT ACCOUNTS
489

Firm Details

Metro area Atlanta
CRD Number 297325
Website metric-financial.com
Client types

Overview

Metric Financial, LLC, founded in 2018 by Timothy Baker, CFA, is a Connecticut-based fee‑only registered investment adviser and broker‑dealer. The firm specializes in factor‑based equity investing using ETFs, rooted in academic finance principles (e.g. momentum, value, quality, size, low volatility). Metric acts as a fiduciary wealth manager while also offering placement and underwriting services for private placements and municipal bonds. The firm emphasizes transparency, low‑fee ETF implementation, and custom financial planning including estate, tax, and retirement solutions. As of December 2024, it managed approximately $79 million in discretionary client assets across Connecticut and Atlanta-based offices.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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