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FIRST WESTERN ADVISORS

EIN 87-0393177-investment management-Latest filing 2024
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
13
6405 SOUTH 3000 EAST, SUITE 250 - HOLLADAY, UT 84121801-930-6500fwainvest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$6.1M - 13 part

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Retirement#001

FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$6.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN401k$6.1M132024
Retirement plans
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