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MKT ADVISORS LLC
900 Canterbury Place
Suite 340
Escondido, California 92025
Tel: (760) 658-8780
About MKT ADVISORS LLC
MKT ADVISORS LLC, formally registered with the SEC as MKT ADVISORS LLC. The firm was established in 05/11/2012. They have over 2 offices throughout the country.
MKT ADVISORS LLC is a Escondido, California based Financial Planning firm with nearly $422,577,650 assets under management, offering retirement planning & investment advisory services to 961 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163833 |
| SEC# | 801-76469 |
| Assets Managed by Firm | $422,577,650 |
| No. of Clients | 961 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 961 | $422,577,650 |
| Individuals (other than high net worth individuals) | 252 | $86,980,358 |
| High net worth individuals | 125 | $309,771,874 |
| Charitable organizations | 9 | $22,230,144 |
| Corporations or other businesses | Fewer than 5 clients | $3,595,274 |
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