Mette Associates, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 140812
· Tempe, AZ
· WWW.TALLSALT.COM
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ADV data as of May 31, 2024
- Regulatory AUM
- $62.5M
- Discretionary
- $0
- Clients
- 16
- Avg AUM / client
- $3.9M
- Accounts
- 16
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $1.2M | 1.85% |
| Corporations and other businesses | Fewer than 5 clients | $61.4M | 98.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Eric Gundersen | Registered representative | Jan 2007 (20y) | ||
| Delmar R Blackhorse | Registered representative | Nov 2020 (6y) | ||
| Annmarie C Alaniz | Registered representative | May 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/31/2024 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • PROJECT FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Northern Trust $58.0M (93% of AUM) May 2024
- Charles Schwab & Co. $3.5M (6% of AUM) May 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 31, 2024.
View current Form ADV (SEC/IAPD) ↗