Overview
Assets Under Management: $284 million
Headquarters: HOLLADAY, UT
High-Net-Worth Clients: 72
Average Client Assets: $1.4 million
Frequently Asked Questions
FIRST WESTERN ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #13623), FIRST WESTERN ADVISORS is subject to fiduciary duty under federal law.
FIRST WESTERN ADVISORS is headquartered in HOLLADAY, UT.
FIRST WESTERN ADVISORS serves 72 high-net-worth clients according to their SEC filing dated October 01, 2018. View client details ↓
According to their SEC Form ADV, FIRST WESTERN ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FIRST WESTERN ADVISORS manages $284 million in client assets according to their SEC filing dated October 01, 2018.
According to their SEC Form ADV, FIRST WESTERN ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.93%
Average Client Assets: $1.4 million
Total Client Accounts: 1,607
Discretionary Accounts: 1,607
Regulatory Filings
CRD Number: 13623
Filing ID: 1241918
Last Filing Date: 2018-10-01 17:41:00