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.
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 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.
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.
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.