METTE ASSOCIATES, LLC

RIASEC Registered
Total AUM
$62.5M
Discretionary
$0
0% of AUM
Avg account
$3.9M
Accounts
16
Employees
5
Advisory reps
3

Firm details

Headquarters
TEMPE, Arizona
CRD number
140812
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Investment Grade Corp Bonds 24%, US Government Bonds 7%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%67%
  • Public Funds/Mutual Funds67%
  • Investment Grade Corp Bonds24%
  • US Government Bonds7%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Annmarie Alaniz

    Co-Founder & Managing PartnerCRD 2515829

  • DELMAR BLACKHORSE

    Investment Advisor RepresentativeCRD 6685782

  • STEVEN GUNDERSEN

    PresidentCRD 3005483

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth