MKT and Associates LLC
Firm details
- Headquarters
- Tacoma, Washington
- CRD number
- 329889
- Registered since
- February 23, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals92.32%
- HNWI6.01%
- Pension & Profit Sharing Plans1.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MKT and Associates LLC is an independent, individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges based on a percentage of assets under management and also offers hourly billing for advisory work. MKT and Associates reports it is registered with the SEC, with registration effective in 2024. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser; it also does not operate as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds56%
- Private Funds24%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds6%
- US Government Bonds3%
Owners & executives
1 of 1
Matthew Keefe
Managing Partner and Chief Investment OfficerCRD 3273518
Contacts
3 of 3
Webster Burrier
Financial AdvisorCRD 7061229
Jean Pierre Pedinielli
Investment Advisor RepresentativeCRD 2812956
Brian Scalabrine
MemberCRD 5823286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 110 S 9th St
- Time zone
- PT (UTC-8)
- Office locations
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