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First Western Securities, Inc.
FIRST WESTERN SECURITIES, INC. is an SEC-registered investment adviser in HURST, TX. The firm manages $42 million in assets, $39 million on a discretionary...
Overview
FIRST WESTERN SECURITIES, INC. is an SEC-registered investment adviser in HURST, TX. The firm manages $42 million in assets, $39 million on a discretionary basis. It has 7 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What asset classes does First Western Securities typically use?
The firm constructs portfolios using equities, fixed income, exchange-traded funds, and alternative investments such as private placements and structured products. The exact allocation depends on client objectives and risk tolerance.
Who are the key executives at First Western Securities?
First Western Securities does not publicly disclose the names of its executives or investment committee members. Public filings do not list individual principals.
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