Annmarie Alaniz is a registered investment advisor at Mette Associates, LLC, based in Tempe, AZ, with 21 years of industry experience. Annmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Location
60 E Rio Salado Parkway, #900, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Annmarie is a managing partner at Global Sourcing Solutions Corporation, a supply chain management company, since July 2021. She dedicates about half of her time outside of trading hours to operations and business development.
Employment History
Current Registrations
Mette Associates, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Mette Associates, LLC
Vanguard Marketing CorporationBroker
Financial Leadership Advisors, INC.
Prudential Securities IncorporatedBroker
U.S. Bancorp Piper Jaffray INC.Broker
Salomon Smith Barney INC.Broker
Dain Rauscher IncorporatedBroker
Donald & CO. Securities INC.Broker
Dickinson & CO.Broker
Simmers Capital Management CorporationBroker
State Registrations1 state
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