FIRST WESTERN INVESTMENT ADVISORS, LLC
CRD #141427 SEC #801-67083 BOULDER, CO 303-441-9400
SEC Registered
Total AUM
$459.1M
Discretionary
$459.1M
Employees
10
Clients
51
Accounts
860
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, KAREN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSEN, WARREN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| OLSEN, WARREN, JOSEPH | I | CHAIRMAN VICE PRESIDENT | NA | Control |
| OLSEN, WARREN, JOSEPH | I | CHAIRMAN VICE PRESIDENT | NA | Control |
| OLSEN, WARREN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| OLSEN, WARREN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| OLSEN, WARREN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| REBER, CHARLES, BRYANT | I | VICE PRESIDENT | NA | Control |
| REBER, CHARLES, BRYANT | I | CHAIRMAN | NA | Control |
| REBER, CHARLES, BRYANT | I | VICE PRESIDENT | NA | Control |
| REBER, CHARLES, BRYANT | I | VICE PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| WYLIE, SCOTT, C | I | PRESIDENT | NA | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
| FIRST WESTERN FINANCIAL, INC. | DE | SHAREHOLDER/OWNER | E | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (3)
CA CO TX
Address
1155 CANYON BLVDSUITE 300
BOULDER, CO 80302
United States
Phone: 303-441-9400