RIA Intel›Advisers›Arizona›METTE ASSOCIATES, LLC

METTE ASSOCIATES, LLC

Advisory

TEMPE, AZ

Data as of May 31, 2024 · Source: SEC Form ADV

Rank in AZ

#343

of 387 advisers by AUM

Average account

$4M

across 16 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed May 31, 2024.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$63M

Discretionary AUM$0

Non-Discretionary AUM$63M

Discretionary %0%

Total Clients16

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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