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FIRST WESTERN CAPITAL MANAGEMENT COMPANY
DENVER, CO
303-531-8100
SEC #801-71092Total AUM
$962.1M
Employees
9Clients
400Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1900 16TH STREET
SUITE 1200
DENVER
CO 80202
United States
SUITE 1200
DENVER
CO 80202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
303-531-8100
Other Offices
1
Financials
Total AUM
$962.1M
Accounts
637Discretionary
$874.7M
Accounts
631Non-Discretionary
$87.4M
Accounts
6
Clients
Individual Clients
129AUM
$35.9M
HNW Individual Clients
204AUM
$294.2M
Investment Company Clients
1AUM
$232.3M
Pension/Profit Sharing Plan Clients
24AUM
$222.2M
Charitable Organization Clients
14AUM
$28.4M
Investment Advisor Clients
4AUM
$9.2M
Corporation or Business Clients
24AUM
$139.8M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTFLHINVNYPA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.