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Mkt and Associates LLC

● SEC registered since 2024CRD 329889SEC# 801-129572Tacoma, WA
Export (members)
Reg. AUM
$275.5M
Employees
3
Accounts
336
Location
Tacoma, WA

Mkt and Associates LLC assets under management

Mkt and Associates LLC is an investment advisory firm registered with the SEC based in Tacoma, WA. The firm has been registered since 2024. It reports $275.5 million in regulatory assets under management and employs 3 people.
www.mktandassociates.comView on SEC.gov ↗

Mkt and Associates LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian David Scalabrine ControlMember50-75%2023
Matthew Phillip Keefe ControlMember And Chief Compliance Officer50-75%2023

Frequently asked questions

How much does Mkt and Associates LLC manage?

Mkt and Associates LLC reports $275.5 million in regulatory assets under management on its Form ADV.

How many employees does Mkt and Associates LLC have?

Mkt and Associates LLC reports 3 employees.

Where is Mkt and Associates LLC located?

Mkt and Associates LLC is based in Tacoma, WA and has been SEC-registered since 2024.

Does Mkt and Associates LLC disclose fund performance?

Mkt and Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1201 Pacific Ave., Suite 605, Tacoma, WA 98402
Phone253-252-2359
Office hours8:30 a.m. - 5:00 p.m. 3p.m. On Friday
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$275.5M
Non-discretionary$0
Total (RAUM)$275.5M