Mkt And Associates LLC
Mkt And Associates LLC is an SEC-registered wealth manager in Tacoma, WA with $378.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Mkt And Associates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329889, SEC 801-129572, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $378.7M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Tacoma, WA
- Employees
- 6
- Clients
- 146
- CRD
- 329889
- Ownership
- KEEFE, MATTHEW, PHILLIP; SCALABRINE, BRIAN, DAVID
How much AUM does Mkt And Associates LLC have?
Mkt And Associates LLC reported $378.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Mkt And Associates LLC?
Disclosed owners and executives of Mkt And Associates LLC include KEEFE, MATTHEW, PHILLIP, SCALABRINE, BRIAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.