METTE ASSOCIATES, LLC
Firm details
- Headquarters
- TEMPE, Arizona
- CRD number
- 140812
- Website
- tallsalt.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Corporations / Businesses98.15%
- Individuals1.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mette Associates, LLC operates as a limited liability company focused on providing investment advisory services primarily to individuals and families. The firm engages in portfolio management for both individuals and small businesses, as well as for larger institutions. In addition to investment management, Mette Associates offers educational seminars and workshops aimed at enhancing clients' understanding of financial markets and investment strategies. The firm does not classify itself as an active ESG investor, nor does it serve as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Investment Grade Corp Bonds24%
- US Government Bonds7%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Annmarie Alaniz
Co-Founder & Managing PartnerCRD 2515829
DELMAR BLACKHORSE
Investment Advisor RepresentativeCRD 6685782
STEVEN GUNDERSEN
PresidentCRD 3005483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TEMPE, AZ
MARICOPA
Location
TEMPE, AZ
Headquartered in TEMPE, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 60 E Rio Salado Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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