Overview
Assets Under Management: $1.0 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 57
Average Client Assets: $4.7 million
Frequently Asked Questions
FIRST WESTERN CAPITAL MANAGEMENT COMPANY 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 #152982), FIRST WESTERN CAPITAL MANAGEMENT COMPANY is subject to fiduciary duty under federal law.
FIRST WESTERN CAPITAL MANAGEMENT COMPANY is headquartered in DENVER, CO.
FIRST WESTERN CAPITAL MANAGEMENT COMPANY serves 57 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, FIRST WESTERN CAPITAL MANAGEMENT COMPANY offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
FIRST WESTERN CAPITAL MANAGEMENT COMPANY manages $1.0 billion in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, FIRST WESTERN CAPITAL MANAGEMENT COMPANY serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.31%
Average Client Assets: $4.7 million
Total Client Accounts: 191
Discretionary Accounts: 168
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 152982
Filing ID: 1180750
Last Filing Date: 2018-03-28 09:36:00