MKT Advisors LLC
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 163833
- Registered since
- May 11, 2012
- Website
- www.mktadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.66%
- Individuals17.34%
- Charitable Organizations5.17%
- Corporations / Businesses0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MKT Advisors LLC is a privately owned independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm operates as a capital allocator and primarily charges clients on a percentage-of-assets basis. Its client base includes high-net-worth individuals and families as well as institutional clients. Core advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business and institutional accounts, and selection of other advisers. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds21%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- Other2%
Contacts
3 of 4
Taylor Jobe
Managing MemberCRD 6555891
Andrew Liu
Associate AdvisorCRD 7964150
Basem Darwich
AssociateCRD 8159603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$335M in ETFs
83%
$278M
3%
$56.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $34.7M | 46,445 | 10.38% |
Location
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2888 Loker Ave E
- Time zone
- PT (UTC-8)
- Office locations
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