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| Investment Metrics LLC
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|---|---|
| CRD # | 158872 |
| SEC # | 801-112630 |
| CIK # | |
| AUM | 1,221.0 M (2026-03-02) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 520-327-1019 |
| Address | 4703 E Camp Lowell Drive Tucson, AZ 85712 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 90.4 |
| (b) Individuals (high net worth individuals) | 121 | 358.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 771.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 1,221.0 |
| By Discretionary | ||
| Discretionary | 465 | 976.5 |
| Non-Discretionary | 5 | 244.5 |
| Total | 470 | 1,221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,221.0 | |
| Total | 470 | 1,221.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 34 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Platform Technology Partners LLC
✚
|
NY | 1,228.8 M |
|
Prudent Management Associates
✚
|
PA | 1,228.7 M |
|
Berkshire Money Management Inc
✚
|
MA | 1,227.1 M |
|
Slater Investments Limited
✚
|
1,226.3 M | |
|
Decisionpoint Financial LLC
✚
|
AZ | 1,224.3 M |
|
Parkway Wealth Management Group LLC
✚
|
TX | 1,221.6 M |
|
Investment Advisory Group LLC
✚
|
FL | 1,217.0 M |
|
WISS Private Client Advisors LLC
✚
|
NJ | 1,215.5 M |
|
Fielder Capital Group LLC
✚
|
TN | 1,214.7 M |
|
Folger Nolan Fleming Douglas Capital Management Inc
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|
DC | 1,212.1 M |