FIRST WESTERN ADVISORS

HOLLADAY, Utah·2 registered advisors·CRD# 13623
SEC# 801-581582801-930-6500
01

Firm Overview

AUM
$262M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
2
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

2 registered advisors
Gary Wayne Teran
HOLLADAY, Utah
Jeffrey Wayne Teran
HOLLADAY, Utah
CFP
05

Office Locations

HOLLADAY, Utah
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.