Mkt and Associates LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tacoma, WA. Its latest Form ADV filing, dated February 24, 2026, reports $379M in regulatory assets under management, 6 employees, 2 offices, and 545 accounts.
Assets Under Management
$379M
Employees
6
Offices
2 offices
Total Clients
146
Primary office
TACOMA, WA
1201 PACIFIC AVE., SUITE 605, TACOMA, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
86
2
HNWI
41.1%
60
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of February 24, 2026
Discretionary100.0%
$379M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$379M
Total Accounts545
10Y AUM Change+$379M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.