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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Peak timberFoundation insight
- Established Date
- 07-11-2018
- Office Locations
- 1
Office Locations
About Metric Financial, LLC
Metric Financial is an independent, fiduciary RIA serving individuals and families with integrated financial planning and portfolio management, supported by a network of professionals for tax, estate, and insurance needs. The firm focuses on low-cost, academically grounded factor (smart beta) investing implemented with diversified funds and ETFs. Founder Timothy M. Baker, CFA previously led equity product strategy for US wealth advisory at BlackRock; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY MEAD BAKER
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #2827344
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,232,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,232,899 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,232,899
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,917,126,987 | 42.2% |
| Cash | $1,553,690,592 | 34.2% |
| Equity - Exchange | $1,072,137,367 | 23.6% |
| Total | $4,542,954,946 | 100.0% |