Mette Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mette Associates provides independent investment advice and portfolio management to a range of clients, including individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm makes tailored recommendations on asset allocation and specific investments—typically mutual funds, ETFs and investment‑grade fixed income—and may recommend private alternative investments or undertake discrete special projects under separate engagement terms.
The firm documents client investment goals in written policies and emphasizes diversified, liquid, and transparent portfolios intended to manage downside risk at a low total cost, drawing on independent research and public information sources. Mette Associates does not accept discretionary trading authority in its advisory agreements, so clients authorize specific transactions and accounts are reviewed on a monthly, quarterly and annual basis.
Compared with many peers, Mette Associates manages a modest number of client relationships relative to its assets under management (about $62.5 million) and operates without soft‑dollar benefits or referral arrangements. The firm also operates under the market name Tallsalt Advisors and has an established practice advising and participating in development activities for Native American tribal organizations, a client focus and affiliation that is less common among firms of its size.
Client services
Expertise
Occupation focus
Fee options
1.25% annually
Up to $250 per hour for special projects or analyses
Main office
60 E Rio Salado Parkway, #900
Tempe AZ 85281
Advisors at this office
3
Most active in
Arizona
Also doing business as
Dba Mette Associates · Gundersen, Steven Eric · Mette Associates, LLC · Tallsalt Advisors · Tallsalt Asset Management, LLC · Tallsalt Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Annmarie A
Series 63, Series 65
Tempe, AZ
Mette Associates, LLC
Annmarie Alaniz is a financial advisor with Mette Associates, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Mette Associates across multiple periods since 2011 and has also been a managing partner at Global Sourcing Solutions Corporation since 2021, where she is involved in supply chain management and business development. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private investment funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals, without discretionary trading authority, and maintains a focused client base with approximately $62.5 million in assets under management.
Steven G
Series 63, Series 65
Tempe, AZ
Mette Associates, LLC
Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.
Delmar B
Series 65
Tempe, AZ
Mette Associates, LLC
Delmar Blackhorse is a financial advisor at Mette Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tallsalt Advisors since 2015. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios designed to manage downside risk, and it operates with a modest number of client relationships relative to its assets under management.
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