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| Keyboard |
| MKT and Associates LLC
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|---|---|
| CRD # | 329889 |
| SEC # | 801-129572 |
| CIK # | |
| AUM | 378.7 M (2026-05-05) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 253-252-2359 |
| Address | 110 S 9th St Tacoma, WA 98402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 349.6 |
| (b) Individuals (high net worth individuals) | 60 | 22.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 378.7 |
| By Discretionary | ||
| Discretionary | 545 | 378.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 545 | 378.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.7 | |
| Total | 545 | 378.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
|
SC | 380.3 M |
|
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MA | 379.7 M |
|
CMG Global Holdings LLC
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|
All Terrain Financial Advisors LLC
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|
Legacy CG LLC
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TX | 378.6 M |
|
Agnello Financial Group Inc
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|
BOCA Wealth Advisors LLC
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FL | 378.6 M |
|
Auour Investments LLC
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MA | 378.0 M |
|
Olde Wealth Management LLC
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|
376.9 M | |
|
Strategic Planning Inc
✚
|
OH | 376.6 M |