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 Iowa-based limited liability company that operates as an institutional registered investment adviser and broker-dealer. The firm serves both individual and family clients as well as institutional clients, and its advisory services emphasize portfolio management for individuals/small businesses and for businesses or institutions. Ownership is held by an individual and its compensation model combines a percentage-of-AUM fee schedule with the ability to charge hourly fees. The firm is not positioned as a multi-state adviser, is not an active ESG investor, and is not identified as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Cincinnati Wealth Management, Inc.
RIACincinnati, OH
Covato Capital Management, LLC
RIAGreen Vista Asset Management LLC
RIAWinter Park, FL
HG Capital Advisors, LLC
RIABoelte O'Hara Wealth Management
RIAClarksville, VA
LTS Financial Group
RIAFort Worth, TX