First Western Advisors
Legal Name: FIRST WESTERN ADVISORS
Full Contact Details
First Western Advisors
3165 EAST MILLROCK DRIVE, SUITE 340, HOLLADAY, UT
801-930-6500
801-930-6501
Other Info
FIRST WESTERN ADVISORS is a Utah-based firm with 20 employees, 15 of whom work in advisory roles. Its SEC status has been reported as Approved, with a registration date of Nov 21, 2000. The total number of clients served by the company is currently unknown.
First Western Advisors - Holladay, UT
Getting good financial guidance is essential, yes, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.
Direct Owners
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BRIAN EDDINGTON GUNDERSEN
DIRECTOR owns less than 5%
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CARMEL SANDS, LLC
MEMBER owns 75% or more
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DAVID HOLT SMART
DIRECTOR owns less than 5%
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DEE ALLEN ANDERSEN
DIRECTOR owns less than 5%
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EMILY MARVA WALLACE
SECRETARY / TREASURER / DIRECTOR owns less than 5%
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EMILY MARVA WALLACE
CHIEF COMPLIANCE OFFICER owns less than 5%
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GARY WAYNE TERAN
PRESIDENT / DIRECTOR / CEO owns more than 5% but less than 10%
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GUY DAVID WEISENBURGER
DIRECTOR owns less than 5%
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JEFFREY WAYNE TERAN
FINOP owns less than 5%
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KIRK WATTIS BURTON
DIRECTOR owns less than 5%
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MARK W. PUGSLEY
DIRECTOR owns less than 5%
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MICHAEL A. HOER
DIRECTOR owns less than 5%
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ROBERT C LUNNEN
DIRECTOR owns less than 5%
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WILLIAM DAVID WADE
DIRECTOR owns less than 5%
Indirect Owners
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GARY WAYNE TERAN
GENERAL MEMBER owns more than 25% but less than 50%
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LISA I TERAN
GENERAL MEMBER owns more than 25% but less than 50%