Investment adviser · CRD 13623
FIRST WESTERN ADVISORS
Investment adviser filing (IA)
HOLLADAY, UT, United States · Form ADV filed Apr 25, 2019
- Regulatory AUM
- $262M Form ADV · Item 5.F
- Client accounts
- 1,664 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,607 | $190,882,610 | 72.9% |
| High-net-worth individuals | 41 | $69,212,031 | 26.4% |
| Retirement plans | Fewer than 5 | $1,555,430 | 0.6% |
| Corporations & businesses | 16 | $229,157 | 0.1% |
Filing source
Form ADV 1307197 · Apr 25, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 25, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3165 EAST MILLROCK DRIVE, SUITE 340HOLLADAY, UT, 84121, United States
CRD 13623
Filing source
Form ADV 1307197 · Apr 25, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.