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Mark W. Pugsley

FIRST WESTERN ADVISORS·HOLLADAY, Utah
Unclaimed Profile
3165 EAST MILLROCK DRIVE, HOLLADAY, UT 84121CRD# 5902284Firm CRD# 13623
01

About

Mark W. Pugsley is a registered financial advisor based in HOLLADAY, Utah, affiliated with FIRST WESTERN ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST WESTERN ADVISORS
FIRST WESTERN ADVISORS
AUM
$262M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at FIRST WESTERN ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5902284
Firm CRD# 13623
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark W. Pugsley offer?
Mark W. Pugsley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HOLLADAY, Utah for a consultation.
What are Mark W. Pugsley's credentials?
Mark W. Pugsley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark W. Pugsley located?
Mark W. Pugsley is based in HOLLADAY, Utah, working with FIRST WESTERN ADVISORS. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.
How does Mark W. Pugsley charge for services?
Mark W. Pugsley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST WESTERN ADVISORS?
FIRST WESTERN ADVISORS has approximately 20 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLADAY
Richard Lee Wagner — VALUED WEALTH ADVISORS, LLCRobert Kent Shattuck — ATHOS PRIVATE WEALTH LLCDavid Holt Smart — FIRST WESTERN ADVISORSParker Jenkins Wagner — VALUED WEALTH ADVISORS, LLCSusan Child Lunt — LUNT CAPITAL MANAGEMENT INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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