MKT ADVISORS LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 163833
- Registered since
- May 11, 2012
- Website
- www.mktadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.66%
- Individuals17.34%
- Charitable Organizations5.17%
- Corporations / Businesses0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MKT Advisors LLC is an independent, privately owned registered investment adviser formed in 2012 and organized as an LLC. The firm acts as a capital allocator to both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory offering combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional clients, and it also provides manager selection services (i.e., hires or recommends outside managers). The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds21%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- Other2%
Contacts
3 of 4TAYLOR JOBE
Managing MemberCRD 6555891
Andrew Liu
Associate AdvisorCRD 7964150
Basem Darwich
AssociateCRD 8159603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$300M in ETFs
86%
$258M
2%
$42M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $32.3M | 48,925 | 10.75% |
Location
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2888 Loker Ave E
- Time zone
- PT (UTC-8)
- Office locations
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