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Building 2FIRST WESTERN INVESTMENT ADVISORS, LLC

Map pinBOULDER, CO
Phone303-441-9400
NotebookSEC #801-67083
Total AUM
$359.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1155 CANYON BLVD
SUITE 300
BOULDER
CO 80302
United States
Operating Hours
8:00AM-5:00PM MDT
Monday - Friday
Phone
303-441-9400

ReceiptFinancials

Total AUM
$359.1M
Accounts
511
Discretionary
$347M
Accounts
429
Non-Discretionary
$12.1M
Accounts
82

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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

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