First Western Financial Inc
MYFW23.280USD
-0.090-0.39%
Close 09/19, 16:00（ET）Quotes delayed by 15 min
226.23MMarket Cap
19.55P/E TTM
More Details of First Western Financial Inc Company
First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.
Company Info
Ticker SymbolMYFW
Company nameFirst Western Financial Inc
IPO dateJul 19, 2018
CEOMr. Scott C. Wylie
Number of employees321
Security typeOrdinary Share
Fiscal year-endJul 19
Address1900 Sixteenth St, #1200
CityDENVER
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code80202
Phone13035318100
Websitehttps://myfw.gcs-web.com/
Ticker SymbolMYFW
IPO dateJul 19, 2018
CEOMr. Scott C. Wylie
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
733.14K
-0.68%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Mr. Mark L. Smith
Mr. Mark L. Smith
Independent Director
Independent Director
49.96K
+2.46%
Ms. Julie A. Courkamp
Ms. Julie A. Courkamp
Chief Operating Officer, Director and President of First Western Trust Bank
Chief Operating Officer, Director and President of First Western Trust Bank
40.38K
+10.74%
Ms. Julie A. Caponi
Ms. Julie A. Caponi
Independent Director
Independent Director
19.96K
+6.40%
Mr. Matthew C. Cassell
Mr. Matthew C. Cassell
Chief Banking Officer
Chief Banking Officer
9.34K
-9.71%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
733.14K
-0.68%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Fri, Aug 15
Updated: Fri, Aug 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Wylie (Scott C)
7.54%
North Reef Capital Management LP
5.62%
1st & Main Growth Partners
5.05%
BlackRock Institutional Trust Company, N.A.
4.73%
The Vanguard Group, Inc.
4.46%
Other
72.60%
Shareholders
Shareholders
Proportion
Wylie (Scott C)
7.54%
North Reef Capital Management LP
5.62%
1st & Main Growth Partners
5.05%
BlackRock Institutional Trust Company, N.A.
4.73%
The Vanguard Group, Inc.
4.46%
Other
72.60%
Shareholder Types
Shareholders
Proportion
Investment Advisor
24.63%
Investment Advisor/Hedge Fund
24.59%
Individual Investor
15.43%
Hedge Fund
15.04%
Research Firm
0.95%
Pension Fund
0.27%
Bank and Trust
0.10%
Insurance Company
0.03%
Other
18.97%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
164
7.55M
77.65%
-570.24K
2025Q1
166
7.64M
78.71%
-714.49K
2024Q4
167
7.67M
79.33%
+28.19K
2024Q3
166
7.33M
75.88%
-420.67K
2024Q2
163
7.27M
75.26%
-692.48K
2024Q1
166
7.19M
74.78%
-617.54K
2023Q4
167
7.13M
74.43%
-525.56K
2023Q3
164
7.09M
74.31%
-423.33K
2023Q2
166
6.88M
72.24%
-368.45K
2023Q1
169
6.68M
70.41%
-545.07K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Wylie (Scott C)
738.14K
7.6%
-5.00K
-0.67%
Jun 09, 2025
North Reef Capital Management LP
379.18K
3.9%
+66.75K
+21.37%
Mar 31, 2025
1st & Main Growth Partners
636.18K
6.55%
--
--
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
475.30K
4.89%
-17.65K
-3.58%
Mar 31, 2025
The Vanguard Group, Inc.
401.49K
4.13%
-1.90K
-0.47%
Mar 31, 2025
AllianceBernstein L.P.
369.56K
3.8%
+14.99K
+4.23%
Mar 31, 2025
Jacobs Asset Management, LLC
325.18K
3.35%
+13.05K
+4.18%
Mar 31, 2025
Punch & Associates Investment Management, Inc.
210.47K
2.17%
-145.00K
-40.79%
Mar 31, 2025
Mendon Capital Advisors Corp.
257.21K
2.65%
-391.00
-0.15%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
201.32K
2.07%
+8.64K
+4.48%
Mar 31, 2025
View more
Related ETFs
Updated: Sat, Sep 6
Updated: Sat, Sep 6
Name
Proportion
First Trust Dow Jones Select MicroCap Index Fund
0.28%
First Trust NASDAQ ABA Community Bank Index Fund
0.11%
iShares Micro-Cap ETF
0.04%
iShares Russell 2000 ETF
0.01%
iShares Russell 2000 Value ETF
0.01%
Global X Russell 2000 ETF
0.01%
DFA Dimensional US Small Cap Value ETF
0.01%
Avantis US Small Cap Equity ETF
0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
0.01%
iShares Core S&P Total U.S. Stock Market ETF
0%
View more
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.28%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.11%
iShares Micro-Cap ETF
Proportion0.04%
iShares Russell 2000 ETF
Proportion0.01%
iShares Russell 2000 Value ETF
Proportion0.01%
Global X Russell 2000 ETF
Proportion0.01%
DFA Dimensional US Small Cap Value ETF
Proportion0.01%
Avantis US Small Cap Equity ETF
Proportion0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
Proportion0.01%
iShares Core S&P Total U.S. Stock Market ETF
Proportion0%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
