First Western Advisors Revenue

Investment Management • Holladay, Utah, United States • 21-50 Employees

First Western Advisors revenue & valuation

Annual revenue	$27,900,000
Revenue per employee	$1,325,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$89,100,000
Total funding	No funding

Key Contact at First Western Advisors

Cole Cooper

Vice President Of Investments And Director Of Youth Tackle Football

Company overview

Headquarters	6405 South 3000 East, Suite 250, Holladay, Utah 84121, US
Phone number	+18019306500
Website	fwainvest.com
NAICS	5231
SIC	621
Keywords	Risk Management, Insurance Services, Investment Planning, Employee Benefits, Asset Protection, Wealth Management, Education Planning, Retirement Planning, Fixed Income, Estate Planning, Mutual Funds, Income Tax Planning, 401K Plans, Ira/Roth Ira
Founded	1982
Employees	21-50
Socials

First Western Advisors Email Formats

First Western Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@fwainvest.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@fwainvest.com	81.8%
{first name}{last name}	johndoe@fwainvest.com	9.1%
{last name}{last name}	doedoe@fwainvest.com	9.1%

About First Western Advisors

First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 40 years. FWA was founded in Salt Lake City, Utah in 1982. Its guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.). In 2019, First Western Advisors affiliated with Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Vice President

Senior

Employees by Department

First Western Advisors has 10 employees across 5 departments.

Departments

Number of employees

Funding Data

First Western Advisors has never raised funding before.

First Western Advisors Tech Stack

Discover the technologies and tools that power First Western Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Awesomplete

Search engines

Akamai mPulse

RUM

Eloqua

Marketing automation

Movable Ink

Personalisation

Invoca

Analytics

Akamai Bot Manager

Security

jQuery Migrate

JavaScript libraries

Twitter Ads

Advertising

jQuery

JavaScript libraries

Akamai

CDN

Frequently asked questions

First Western Advisors is located in Holladay, Utah, US.

You can reach First Western Advisors at +18019306500.

First Western Advisors generates an estimated annual revenue of $27,814,563. This revenue figure reflects the company's market position and business performance in its industry.

First Western Advisors has an estimated valuation of $89,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

First Western Advisors was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

First Western Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at First Western Advisors

Cole Cooper

Vice President Of Investments And Director Of Youth Tackle Football

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