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Investment Metrics, LLC

● SEC registered since 2018CRD 158872SEC# 801-112630Tucson, AZ
Export (members)
Reg. AUM
$1.02B
Employees
10
Accounts
430
Location
Tucson, AZ

Investment Metrics, LLC assets under management

Investment Metrics, LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2018. It reports $1 billion in regulatory assets under management and employs 10 people.
www.linkedin.com/in/richardpyleinvestmentadvisorView on SEC.gov ↗

Investment Metrics, LLC owners & executives

2 reported
NameTitleOwnershipSince
Deirdre Marie Kochanski ControlChief Compliance OfficerUnder 5%2011
Patrick John Zumbusch ControlOwner, Managing MemberOver 75%2011

Frequently asked questions

How much does Investment Metrics, LLC manage?

Investment Metrics, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Investment Metrics, LLC have?

Investment Metrics, LLC reports 10 employees.

Where is Investment Metrics, LLC located?

Investment Metrics, LLC is based in Tucson, AZ and has been SEC-registered since 2018.

Does Investment Metrics, LLC disclose fund performance?

Investment Metrics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712
Phone520-327-1019
Office hours8:00 - 3:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$809.5M
Non-discretionary$206.7M
Total (RAUM)$1.02B