RIA Intelligence

MKT AND ASSOCIATES LLC

CRD #329889 SEC #801-129572 TACOMA, WA 253-252-2359
SEC Registered
Total AUM
$275.5M
Discretionary
$275.5M
Employees
3
Clients
1
Accounts
336

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 19, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
KEEFE, MATTHEW, PHILLIPIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control
SCALABRINE, BRIAN, DAVIDIMEMBERD Control

Registrations

Federal

IA
Dec 19, 2025 REGISTERED

Notice Filings (5)

AZ FL NC WA WI

Address

1201 PACIFIC AVE.
SUITE 605
TACOMA, WA 98402
United States
Phone: 253-252-2359