
First Western Financial Inc
MYFW · NASDAQ · Financial Services / Banks - Regional
Price History
Full chartMarket Stats
About
First Western Financial, Inc., a financial holding company, provides wealth advisory, private banking, personal trust, investment management, mortgage lending, and institutional asset management services to individual and corporate clients. The company operates in two segments, Wealth Management and Mortgage. The Wealth Management segment provides deposit products, including money market, demand deposit, time-deposit, interest checking, and saving accounts; loans comprising consumer and commercial purpose, unsecured consumer, construction and development, 1-4 residential, commercial real estate, and commercial and industrial loans; trust and investment management advisory products and services; and insurance. The Mortgage segment engages in soliciting, originating, and selling residential mortgage loans into the secondary market. It serves entrepreneurs, professionals, high net worth individuals or families, and business and philanthropic organizations. The company was incorporated in 2002 and is headquartered in Denver, Colorado.
Company Details
- SectorFinancial Services
- IndustryBanks - Regional
- CEOMr. Scott C. Wylie
- Employees320
- Headquarters1900 16th Street, Denver, CO, United States, 80202, USA
- Websitehttps://myfw.com
Leadership
- Mr. Scott C. WylieFounder, Chairman, CEO & President · b. 1958
- Ms. Julie A. CourkampCOO & Director · b. 1980
- Mr. Matthew C. CassellChief Revenue Officer of First Western Trust Bank · b. 1976
- Mr. David R. WeberPrincipal Accounting Officer, CFO & Treasurer · b. 1988
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy1
- Buy1
- Hold1
Ownership Breakdown
- Institutions
- 73.34%
- Insiders
- 12.89%
- Retail / Other
- 13.77%
Top Institutional Holders
- Wellington Management Company LLP747.10K7.65%
- North Reef Capital Management LP716.61K7.34%
- BlackRock Inc496.36K5.08%
- Vanguard Capital Management, LLC353.83K3.62%
- Banc Funds Co LLC348.40K3.57%
- Dimensional Fund Advisors, Inc.285.91K2.93%
- Algebris Investment Management (UK) LLP259.09K2.65%
- Mendon Capital Advisors Corp215.81K2.21%
- AllianceBernstein L.P.206.93K2.12%
- Curi Capital, LLC197.06K2.02%
- Punch & Associates Inv Mgmt Inc195.00K2.00%
- Tieton Capital Management, LLC187.27K1.92%
- Geode Capital Management, LLC179.04K1.83%
- Diamond Hill Capital Management, LLC170.82K1.75%
- Jacobs Asset Management, LLC140.00K1.43%
- Hotchkis & Wiley Capital Management LLC131.16K1.34%
- State Street Corp129.32K1.32%
Top Fund Holders
- Vanguard MStar Total Stk Mkt Idx Invest259.43K2.66%
- iShares Russell 2000 ETF224.08K2.29%
- RMB Mendon Financial Services A175.00K1.79%