DBA: FIRSTMETRIC
| Total AUM | $272.1M |
| Discretionary | $272.1M100% of AUM |
| Client Accounts | 48 |
| Avg Account Size | $5.7M |
| Employees | 1 |
| Peak AUM | $278.5MMar 2024 |
Total AUM
$272M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $272M | +6.4% | +13.1% | +5.4% | |
| Discretionary AUM | |||||
| Total AUM | $272.1M |
| Discretionary | $272.1M |
| Employees | 1 |
| Client Accounts | 48 |
| Client Range | 26-50 |
Address
200 E. BIG BEAVER RD
TROY MI 48083
Phone
248-817-8919
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$272M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $272M |
| +6.4% |
| +13.1% |
| +5.4% |
| Total Accounts | 48 | 79.4% | 40.9% | 27.9% |
| Avg Account Size | $6M | +416.4% | +91.5% | +46.2% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $272M | +6.4% | +13.1% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $272M | +6.4% | +13.1% | +5.4% | |
Client Count Segments | |||||
| HNW Clients | 9 | 18.2% | +4.0% | 22.9% | |
| Individuals | 39 | +14.7% | +1.8% | +19.5% | |