First Western Securities, Inc.

Overview

First Western Securities, Inc. is a privately held corporation that operates as a broker-dealer and insurance broker serving individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also performs selection-of-other-advisers work, acting as a capital allocator to third-party managers. It is registered to do business in Arizona, California and Texas and is owned through a combination of domestic-entity and individual interests. Client billing is primarily a percentage-of-AUM fee model. The firm does not describe itself as an active ESG investor. Its business mix blends brokerage and insurance distribution with advisory services focused on wealth management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices