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.
View Top Employees from First Western AdvisorsWebsite | http://www.fwainvest.com |
Revenue | $11 million |
Funding | $350000 |
Employees | 22 (22 on RocketReach) |
Founded | 1982 |
Address | 6405 South 3000 East Suite 250, Holladay, Utah 84121, US |
Phone | (801) 930-6500 |
Fax | (801) 930-6501 |
Technologies |
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Industry | Investment Management, Finance General, Wealth Management, Finance, Estate Planning, Asset Protection, Insurance Services, Education Planning, Investment Planning, Retirement Planning, Income Tax Planning, Fixed Income, 401K Plans, IRA/Roth IRA, Mutual Funds, Employee Benefits, Risk Management |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies, NAICS Code 523120 Companies, NAICS Code 5231 Companies |
Looking for a particular First Western Advisors employee's phone or email?
The First Western Advisors annual revenue was $11 million in 2023.
Josh Liljenquist is the Vice President of First Western Advisors.
22 people are employed at First Western Advisors.
First Western Advisors is based in Holladay, Utah.
The NAICS codes for First Western Advisors are [52, 52312, 523, 523120, 5231].
The SIC codes for First Western Advisors are [621, 62].