Firstmetric provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Firstmetric reports 48 clients. They include 39 high-net-worth individuals and 9 individual clients. Of its assets, 100.0% ($272M across 48 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | 2% |
| High-net-worth individuals | 81% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $6.03M | 2.2% | $670K |
| High-net-worth individuals | 39 | $266M | 97.8% | $6.82M |
| Total | 48 | $272M | 100% | $5.67M |
- Clients
- 9
- Regulatory AUM
- $6.03M
- AUM share
- 2.2%
- Avg. per client
- $670K
- Clients
- 39
- Regulatory AUM
- $266M
- AUM share
- 97.8%
- Avg. per client
- $6.82M
Total
- Clients
- 48
- Regulatory AUM
- $272M
- AUM share
- 100%
- Avg. per client
- $5.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Firstmetric is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Scott Salaske owns 75% or more of Firstmetric. Scott Salaske is CEO. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Firstmetric, LLC
Scott Salaske
Control person · since July 2017
Firstmetric’s regulatory assets grew from $209M (April 2021) to $272M (March 2026); clients were 48 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $272M | 48 | 1 | 2 |
| Mar 2025March 2025 | $256M | 45 | 1 | 2 |
| Mar 2024March 2024 | $278M | 48 | 1 | 2 |
| Mar 2023March 2023 | $188M | 45 | 1 | 2 |
| Mar 2022March 2022 | $253M | 52 | 1 | 2 |
| Apr 2021April 2021 | $209M | 49 | 1 | 2 |
Besides its headquarters, Firstmetric has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Michigan · 1 listed address
- 200 E. Big Beaver RD, TroyHQ
Contact and registration details
- Legal name
- Firstmetric, LLC
- Headquarters
- 200 E. Big Beaver RD, Troy, MI 48083
- Website
- firstmetric.com
- Phone
- 248-817-8919
- @firstmetric
- SEC file
- 801-117185
- Structure
- Michigan LLC
- Fiscal year end
- December
Firstmetric’s named custodians for separately managed accounts include Charles Schwab ($266M, 98%), My529 Plan ($2.93M, 1%) and Fidelity ($2.7M, 1%). Firstmetric does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $266M98%
- My529 PlanMy529 Plan · Salt Lake City, UT · $2.93M1%
- FidelityFidelity Investments · Cincinnati, OH · $2.7M1%
- Transamerica Life InsuranceTransamerica Life Insurance Company · Cedar Rapids, IA · $94.4K0%
At year end, Firstmetric’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks3%
- Funds95%
- Bonds1%
- Cash1%
How many clients does Firstmetric have?
Firstmetric has 48 clients and manages $272 million for them, as of March 2026. They include 39 high-net-worth individuals and 9 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Firstmetric offer?
Firstmetric provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Firstmetric use?
Firstmetric’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $266M, My529 Plan (Salt Lake City, UT), with $2.93M, Fidelity Investments (Cincinnati, OH), with $2.7M and Transamerica Life Insurance Company (Cedar Rapids, IA), with $94.4K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Firstmetric have?
Firstmetric has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Firstmetric invest in?
At the end of its last fiscal year, Firstmetric’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Firstmetric?
Firstmetric’s direct owner is Scott Salaske (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Firstmetric get paid?
Firstmetric is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Firstmetric?
Firstmetric’s main office is at 200 E. Big Beaver RD, Troy, MI 48083. Its phone number is 248-817-8919. Its website is firstmetric.com.