FIRSTMETRIC
FIRSTMETRIC, LLC Legal Name
Adviser information for FIRSTMETRIC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 249 | $278.5M |
| Non-Discretionary | 0 | $0 |
| Total | 249 | $278.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $4.1M |
| HNW Individuals | 40 | $274.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Principal Office
200 E. BIG BEAVER RDTROY
MI
United States
Monday - Friday, 8:30 AM - 5:00 PM ET
Tel: 248-817-8919, Fax: 248-817-8791
Chief Compliance Officer
SCOTT C. SALASKE
CEO & CCO
200 E. BIG BEAVER RD
TROY
MI
United States
Tel:
248-817-8919
Fax:
248-817-8791
S****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SALASKE, SCOTT, CHRISTOPHER | Individual | – | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 07/2017 | > 75% |