RIA Intel›Advisers›Illinois›VAN METER ASSOCIATES, LLC

VAN METER ASSOCIATES, LLC

Advisory

IL

Data as of Mar 25, 2024 · Source: SEC Form ADV

Rank in IL

#1,464

of 1,719 advisers by AUM

Average account

$3M

across 5 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2024.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

5 clients

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

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Advisers of similar size in IL

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

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DLS CAPITAL MANAGEMENT LLC

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