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MKT AND ASSOCIATES LLC
CRD 329889 · SEC 801-129572
110 S. 9TH ST., SUITE 310, TACOMA, WA, 98402, United States
Phone
253-252-2359
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.7M
Discretionary AUM
$378.7M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $349.6M |
| High net worth individuals | 60 | $22.8M |
States served
AZ, NC, WI, WA, FL
All web addresses on file
Official SEC filing: View on IAPD