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Building 2MKT AND ASSOCIATES LLC

Map pinTACOMA, WA
Phone253-252-2359
NotebookSEC #801-129572
Total AUM
$378.7M
Employees
6
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 S. 9TH ST.
SUITE 310
TACOMA
WA 98402
United States
Operating Hours
8:30 AM - 5:00 PM 3PM ON FRIDAY
Monday - Friday
Phone
253-252-2359
Other Offices
2

ReceiptFinancials

Total AUM
$378.7M
Accounts
545
Discretionary
$378.7M
Accounts
545
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$349.6M
HNW Individual Clients
60
AUM
$22.8M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNCWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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