Overview
Assets Under Management: $275 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 1
Average Client Assets: $256 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.80
Average High-Net-Worth Client Assets: $256 million
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