First Western Securities, Inc. (Hurst)
First Western Securities, Inc. Is an Adviser Based in Hurst. It Manages $47.39 Million of Regulatory Assets for 356 Client Accounts. It Has Been Registered...
First Western Securities, Inc. is an adviser based in Hurst. It manages $47.39 million of regulatory assets for 356 client accounts. It has been registered with the SEC as an adviser since 2009.
First Western Securities provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
First Western Securities: assets under management
The assets under management (AUM) of First Western Securities, Inc. is $47.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $47.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.12 thousand each.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay First Western Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
