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Matthew Phillip Keefe

MKT AND ASSOCIATES LLC·TACOMA, Washington
Unclaimed Profile
1201 PACIFIC AVE., TACOMA, WA 98402CRD# 3273518Firm CRD# 329889
01

About

Matthew Phillip Keefe is a registered financial advisor based in TACOMA, Washington, affiliated with MKT AND ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MKT AND ASSOCIATES LLC
MKT AND ASSOCIATES LLC
AUM
$113M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MKT AND ASSOCIATES LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3273518
Firm CRD# 329889
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Phillip Keefe offer?
Matthew Phillip Keefe specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.
What are Matthew Phillip Keefe's credentials?
Matthew Phillip Keefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Phillip Keefe located?
Matthew Phillip Keefe is based in TACOMA, Washington, working with MKT AND ASSOCIATES LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Matthew Phillip Keefe charge for services?
Matthew Phillip Keefe's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MKT AND ASSOCIATES LLC?
MKT AND ASSOCIATES LLC has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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