First Western Capital Management Company

First Western Capital Management Company (CRD# 152982) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,327,153,700 in 762 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,327
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $1,741,672
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, HI, NV, NY, PA

Financial Advisors at First Western Capital Management Company
Showing 1 - 4 of 4 top financial advisors.
1
Jon N. McLaughlin
CRD#: 4474141
1900 Avenue Of The Stars, Suite 900, Los Angeles, CA 90067
93
Wealthminder
score

Jon McLaughlin (CRD# 4474141) is an Investment Advisor Representative working at First Western Capital Management Company in Los Angeles, CA and has over 10 years of experience in the finance industry.

2
Barry P. Julien
CRD#: 1955144
1900 Avenue Of The Stars, Suite 900, Los Angeles, CA 90067
90
Wealthminder
score

Barry Julien (CRD# 1955144) is an Investment Advisor Representative working at First Western Capital Management Company in Los Angeles, CA and has 1 year of experience in the finance industry.

3
Karen S. Post
CRD#: 2627021
1900 16th Street, Suite 1200, Denver, CO 80127
90
Wealthminder
score

Karen Post (CRD# 2627021) is an Investment Advisor Representative working at First Western Capital Management Company in Denver, CO and has 1 year of experience in the finance industry.

4
Kenneth D. Malamed
CRD#: 317736
1900 Avenue Of The Stars, Suite 900, Los Angeles, CA 90067
83
Wealthminder
score

Kenneth Malamed (CRD# 317736) is an Investment Advisor Representative working at First Western Capital Management Company in Los Angeles, CA and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.