$378.7M Total AUM
$378.7M Disc. AUM
-- 3Y CAGR
6 Employees
146 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2023
- Office Locations
- 3
Office Locations
110 S. 9TH St. Suite 310 Tacoma WA
-- GIG Harbor WA
-- Leland NC
About MKT AND Associates LLC
MKT and Associates is a fee-only, independent fiduciary RIA providing wealth management, investment management, and comprehensive financial planning across investing, retirement, and estate planning. The firm emphasizes goal-based, client-first advice and offers an Orion client portal; accounts are serviced through Fidelity and Charles Schwab.
Team overview
45 AVG AGE
$126.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
1.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
M
MATTHEW PHILLIP KEEFE
Chief Compliance Officer
- CRD
- #3273518
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRIAN DAVID SCALABRINE
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
Webster Kenwood Burrier IV
--
- CRD
- #7061229
Available
Available
Available
J
JEAN PIERRE REMY PEDINIELLI
--
- CRD
- #2812956
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,684,183 | $694,833 |
| Non-Discretionary | $0 | -- |
| Total | $378,684,183 | $694,833 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
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Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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