Marko
Ungashick
Two West Capital Advisors LLC
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About this Advisor
Marko Ungashick is a financial advisor based in Overland Park, Kansas, working with Two West Capital Advisors LLC. Marko has previously held positions at Two West Capital Advisors, LLC and Two West Financial Partners, LLC. Marko has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Marko is part of Two West Capital Advisors LLC, which operates out of Overland Park, Kansas. The firm has 1 office and 15 employees. The firm manages assets totaling $2.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Two West Capital Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Two West Capital Advisors LLC Brokerage Details
$2,760,229,371
15
1,035
$2,666,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marko Ungashick Work History
Two West Capital Advisors, LLC
Two West Financial Partners, LLC
Disclosures
Please visit the SEC profile of Marko Ungashick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Two West Capital Advisors LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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