Overview
Assets Under Management: $275 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 60
Average Client Assets: $247,615
Frequently Asked Questions
MKT AND ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329889), MKT AND ASSOCIATES LLC is subject to fiduciary duty under federal law.
MKT AND ASSOCIATES LLC is headquartered in TACOMA, WA.
MKT AND ASSOCIATES LLC serves 60 high-net-worth clients according to their SEC filing dated August 04, 2025. View client details ↓
According to their SEC Form ADV, MKT AND ASSOCIATES LLC offers financial planning and portfolio management for individuals. View all service details ↓
MKT AND ASSOCIATES LLC manages $275 million in client assets according to their SEC filing dated August 04, 2025.
According to their SEC Form ADV, MKT AND ASSOCIATES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.39
Average High-Net-Worth Client Assets: $247,615
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 329889
Filing ID: 2007699
Last Filing Date: 2025-08-04 17:40:00
Website: https://mktandassociates.com