First Western Securities, Inc.
Firm details
- Headquarters
- Hurst, Texas
- CRD number
- 19537
- Registered since
- June 25, 1987
- Website
- firstwesternsecurities.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.72%
- Individuals11.28%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
First Western Securities, Inc. operates as a corporation and has been registered with the SEC since 1987. The firm primarily serves individual and family clients, providing portfolio management services and selecting other advisers. As a broker-dealer and insurance broker, First Western Securities engages in a variety of financial activities, focusing on delivering tailored investment solutions. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Timothy Hobbs
Founder & CEOCRD 2531874
Contacts
3 of 13
Bryan Kilpatrick
Vice PresidentCRD 1278558
Warren Simpson
Registered RepresentativeCRD 1020440
Glen Dick
Registered RepresentativeCRD 1048189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hurst, TX
Tarrant
Location
Hurst, TX
Headquartered in Hurst, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 669 Airport Fwy
- Time zone
- CT (UTC-6)
- Office locations
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