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Building 2FIRST WESTERN ADVISORS

Map pinHOLLADAY, UT
Phone801-930-6500
NotebookSEC #801-58158
Total AUM
$261.9M
Employees
20
Clients
1,665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3165 EAST MILLROCK DRIVE
SUITE 340
HOLLADAY
UT 84121
United States
Operating Hours
7:30AM - 5:00PM
Monday - Friday
Phone
801-930-6500
Other Offices
2

ReceiptFinancials

Total AUM
$261.9M
Accounts
1,664
Discretionary
$260.3M
Accounts
1,662
Non-Discretionary
$1.6M
Accounts
2

ContactClients

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Individual Clients
1,607
AUM
$190.9M
HNW Individual Clients
41
AUM
$69.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Corporation or Business Clients
16
AUM
$229.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKAZCACOIDMONCNHNVNYORTXUTVAWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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