Mkt and Associates LLC
● SEC registered since 2024CRD 329889SEC# 801-129572Tacoma, WA
Reg. AUM
$378.7M
Employees
6
Accounts
545
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 $378.7 million in regulatory assets under management and employs 6 people.
Mkt and Associates LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Scalabrine Control | Member | 50-75% | 2023 |
| Matthew Phillip Keefe Control | Member And Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Mkt and Associates LLC manage?
Mkt and Associates LLC reports $378.7 million in regulatory assets under management on its Form ADV.
How many employees does Mkt and Associates LLC have?
Mkt and Associates LLC reports 6 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
| Address | 110 S. 9th St., Suite 310, Tacoma, WA 98402 |
| Phone | 253-252-2359 |
| Office hours | 8:30 a.m. - 5:00 p.m. 3p.m. On Friday |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$378.7M▲ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$378.7Mregulatory AUM
Discretionary $378.7M