Van Meter Associates, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134191
- Website
- www.vanmeterassociates.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Banking / Thrift Institutions92.17%
- Individuals7.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Meter Associates, LLC is an individually owned limited liability company operating as an SEC-registered institutional RIA and a broker‑dealer. The firm serves both individual and family clients as well as institutional clients, and its advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Compensation is primarily a percentage-of-AUM fee, with the ability to bill on an hourly basis for certain services. The firm does not identify itself as an active ESG investor and is not flagged as a multi‑state adviser or pension consultant.
Assets & Accounts
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
- Cash & Cash Equivalents42%
- Exchange Traded Equities40%
- Non-Exchange Traded Equities18%
Contacts
2 of 2
Michael Van Meter
Managing PartnerCRD 818964
Clarke Vanmeter
OwnerCRD 2421172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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