FIRST WESTERN ADVISORS

HOLLADAY, Utah·11 registered advisors·CRD# 13623
SEC# 801-581582801-930-6500
01

Firm Overview

AUM
$262M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FIRST WESTERN ADVISORS

11 registered advisors
Brian Eddington Gundersen
HOLLADAY, Utah
David Holt Smart
HOLLADAY, Utah
Dee Allen Andersen
HOLLADAY, Utah
Gary Wayne Teran
HOLLADAY, Utah
Guy David Weisenburger
HOLLADAY, Utah
Jeffrey Wayne Teran
HOLLADAY, Utah
Kirk Wattis Burton
HOLLADAY, Utah
Mark W. Pugsley
HOLLADAY, Utah
Michael A. Hoer
HOLLADAY, Utah
Robert C Lunnen
HOLLADAY, Utah
William David Wade
HOLLADAY, Utah
05

Office Locations

HOLLADAY, Utah
11 advisors

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Data sourced from SEC Form ADV filings. FIRST WESTERN ADVISORS (CRD# 13623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.