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.
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 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.
Randal Earl Ferguson has been acting as President since 1 Mar 1987. First Western Securities Voting Trust joined the executive team most recently as the Voting Trust.
The principal office where First Western Securities, Inc. performs its advisory services is located at 669 Airport Freeway, Hurst, TX 76053, which is also the mailing address of the firm. An additional office of the firm is in Manhattan Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-553-1492 or by fax 817-553-2695. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.firstwesternsecurities.com.