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, individually owned registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2012) and bills clients on a percentage-of-assets basis. Its client mix spans high-net-worth individuals and families as well as institutional and business clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is identified as a capital allocator and does not emphasize ESG integration in its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$334M in ETFs
82%
$274M
3%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $33.7M | 43,556 | 10.10% |
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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