First Western Merger Corporation (Denver)

Name: First Western Merger Corporation
Address: 1200 17 Th St., Denver, CO, 80202
Telephone: 303-531-8100

First Western Merger Corporation is a large advisory firm based in Denver. It manages $124.91 million of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.

First Western Merger Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 Merger Corporation: assets under management

The assets under management (AUM) of First Western Merger Corporation is $124.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $124.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Western Merger Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First Western Merger Corporation

Scott C Wylie has been acting as President since 1 Jan 2005. Warren Joseph Olsen joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott C Wylie	President	1 Jan 2005	Other	1748487
Warren Joseph Olsen	Vice president	1 Jan 2005	Other	1859614
Karen Louise Garcia	Compliance officer	1 Jan 2005	Other	1797312
First Western Trust Bank	Shareholder/owner	1 Jan 2005	75% - 100%	27-0083757

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fisrt Western Financial	Owner	1 Mar 2004	75% - 100%	37-1442266
Inc. First Western Financial	Owner	1 Mar 2004	75% - 100%	37-1442266

Based in Denver

The principal office where First Western Merger Corporation performs its advisory services is located at 1200 17 Th St., Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-531-8100 or by fax 303-531-8180. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.fwtb.com.