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 a limited liability company that operates as a broker-dealer and provides portfolio management services. The firm caters to both individual and institutional clients, focusing on tailored investment strategies. With a client base that includes individuals, families, and institutions, Van Meter Associates emphasizes personalized service and strategic asset allocation. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
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
- Cash & Cash Equivalents42%
- Exchange Traded Equities40%
- Non-Exchange Traded Equities18%
Contacts
2 of 2MICHAEL 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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