First Western Trust, Los Angeles, CA

First Western Trust

www.myfw.com

First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.

Number of Employees: 250-1000
Annual Revenue: $10-50 Million

www.myfw.com
1901 Avenue of the Stars Suite 200
Los Angeles, CA USA 90067
Phone: 310.226.8300

Similar Companies

iJoin

iJoins highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track. The platform presents an easy to deploy Advisor Managed Account program, natively integrated financial education and wellness tools, a powerful participant email communications engine, and a data analytics dashboard to engage employers and demonstrate value. Were committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes.

CLOs on the Move