MKT AND ASSOCIATES LLC

MKT AND ASSOCIATES LLC of TACOMA, WA is an SEC-registered investment adviser (CRD 329889). Regulatory assets under management: $378.7M.

Registration

• CRD: 329889
• SEC file number: 801-129572
• Type: Registered investment adviser
• Location: 110 S. 9TH ST., SUITE 310, TACOMA, WA, 98402
• Phone: 253-252-2359
• Latest filing: 2026-05-05
• Regulatory AUM: $378.7M
• Discretionary AUM: $378.7M
• Clients: 6
• Accounts: 545

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search