FIRST WESTERN ADVISORS
CRD #13623 SEC #801-58158 HOLLADAY, UT 801-930-6500
SEC Registered Broker-Dealer
Total AUM
$261.9M
Discretionary
$260.3M
Employees
20
Clients
51
Accounts
1,664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $261.9M | $260.3M | $1.6M | 20 | 0 |
| Mar 2019 | $261.9M | $260.3M | $1.6M | 20 | 0 |
| Oct 2018 | $283.8M | $283.8M | $0 | 22 | 0 |
| Mar 2018 | $283.8M | $283.8M | $0 | 22 | 0 |
| Mar 2017 | $270.5M | $250.7M | $19.8M | 20 | 1,600 |
| Feb 2017 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Jan 2017 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Dec 2016 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Nov 2016 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Sep 2016 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Jul 2016 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Mar 2016 | $214.3M | $214.3M | $0 | 23 | 1,400 |
| Jun 2015 | $212.7M | $212.7M | $0 | 30 | 1,400 |
| Mar 2015 | $212.7M | $212.7M | $0 | 30 | 1,400 |
| Oct 2014 | $616.5M | $196.1M | $420.3M | 29 | 1,400 |
| Apr 2014 | $616.5M | $196.1M | $420.3M | 29 | 1,400 |
| Jul 2013 | $214.3M | $214.3M | $0 | 8 | 1,600 |
| Mar 2013 | $214.3M | $214.3M | $0 | 8 | 1,600 |
| Jan 2013 | $413.2M | $263.6M | $149.6M | 8 | 1,500 |
| Nov 2012 | $413.2M | $263.6M | $149.6M | 8 | 1,500 |
| Jun 2012 | $413.2M | $263.6M | $149.6M | 11 | 1,500 |
| Apr 2012 | $413.2M | $263.6M | $149.6M | 11 | 1,500 |
| Mar 2012 | $413.2M | $263.6M | $149.6M | 11 | 1,500 |
| May 2011 | $194.1M | $194.1M | $0 | -- | -- |
| Apr 2011 | $194.1M | $194.1M | $0 | -- | -- |
| Mar 2011 | $194.1M | $194.1M | $0 | -- | -- |
| Dec 2010 | $164M | $164M | $0 | -- | -- |
| Apr 2010 | $164M | $164M | $0 | -- | -- |
| Mar 2009 | $142.1M | $142.1M | $0 | -- | -- |
| Mar 2008 | $164.1M | $164.1M | $0 | -- | -- |
| Mar 2007 | $149M | $149M | $0 | -- | -- |
| Mar 2007 | $339.2M | $339.2M | $0 | -- | -- |
| May 2005 | $345.5M | $345.5M | $0 | -- | -- |
| May 2005 | $345.5M | $345.5M | $0 | -- | -- |
| Jan 2005 | $254.6M | $254.6M | $0 | -- | -- |
| Jan 2005 | $254.6M | $254.6M | $0 | -- | -- |
| Sep 2004 | $254.6M | $254.6M | $0 | -- | -- |
| May 2004 | $254.6M | $254.6M | $0 | -- | -- |
| Mar 2004 | $254.6M | $254.6M | $0 | -- | -- |
| Jan 2004 | $129.3M | $129.3M | $0 | -- | -- |
| Mar 2002 | $36.7M | $30.5M | $6.2M | -- | -- |
| Nov 2001 | $36.1M | $30.1M | $6M | -- | -- |
DateApr 2019
Total AUM$261.9M
Discretionary$260.3M
Non-Disc.$1.6M
Employees20
Clients0
DateMar 2019
Total AUM$261.9M
Discretionary$260.3M
Non-Disc.$1.6M
Employees20
Clients0
DateOct 2018
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$270.5M
Discretionary$250.7M
Non-Disc.$19.8M
Employees20
Clients1,600
DateFeb 2017
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateJan 2017
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateDec 2016
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateNov 2016
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateSep 2016
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateJul 2016
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateMar 2016
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees23
Clients1,400
DateJun 2015
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees30
Clients1,400
DateMar 2015
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees30
Clients1,400
DateOct 2014
Total AUM$616.5M
Discretionary$196.1M
Non-Disc.$420.3M
Employees29
Clients1,400
DateApr 2014
Total AUM$616.5M
Discretionary$196.1M
Non-Disc.$420.3M
Employees29
Clients1,400
DateJul 2013
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees8
Clients1,600
DateMar 2013
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees8
Clients1,600
DateJan 2013
Total AUM$413.2M
Discretionary$263.6M
Non-Disc.$149.6M
Employees8
Clients1,500
DateNov 2012
Total AUM$413.2M
Discretionary$263.6M
Non-Disc.$149.6M
Employees8
Clients1,500
DateJun 2012
Total AUM$413.2M
Discretionary$263.6M
Non-Disc.$149.6M
Employees11
Clients1,500
DateApr 2012
Total AUM$413.2M
Discretionary$263.6M
Non-Disc.$149.6M
Employees11
Clients1,500
DateMar 2012
Total AUM$413.2M
Discretionary$263.6M
Non-Disc.$149.6M
Employees11
Clients1,500
DateMay 2011
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2004
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$36.7M
Discretionary$30.5M
Non-Disc.$6.2M
Employees--
Clients--
DateNov 2001
Total AUM$36.1M
Discretionary$30.1M
Non-Disc.$6M
Employees--
Clients--