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MKT ADVISORS LLC
CRD 163833 · SEC 801-76469
2888 LOKER AVE, SUITE 103, CARLSBAD, CA, 92010, United States
Phone
(760) 658-8780
Fax
(916) 459-1792
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$463.7M
Discretionary AUM
$451.4M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $80.4M |
| High net worth individuals | 137 | $355.5M |
| Charitable organizations | 9 | $24.0M |
States served
AZ, CA, CO, ID, MA, NE, NV, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD