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, SEC-registered registered investment adviser formed as an LLC in 2012 and owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. MKT Advisors identifies as a capital allocator but does not list ESG as an active investment focus.
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 4
Corinne Fond
Financial AdvisorCRD 4379284
Taylor Jobe
Managing MemberCRD 6555891
Basem Darwich
AssociateCRD 8159603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$335M in ETFs
83%
$278M
3%
$56.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $34.7M | 46,445 | 10.38% |
Location
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 2888 Loker Ave E
- Time zone
- PT (UTC-8)
- Office locations
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