Overview
Assets Under Management: $2.0 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 544
Average Client Assets: $1.0 million
Frequently Asked Questions
BANCWEST INVESTMENT SERVICES, INC. (BWIS) is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #29357), BANCWEST INVESTMENT SERVICES, INC. (BWIS) is subject to fiduciary duty under federal law.
BANCWEST INVESTMENT SERVICES, INC. (BWIS) is headquartered in OMAHA, NE.
BANCWEST INVESTMENT SERVICES, INC. (BWIS) serves 544 high-net-worth clients according to their SEC filing dated August 10, 2023. View client details ↓
According to their SEC Form ADV, BANCWEST INVESTMENT SERVICES, INC. (BWIS) offers portfolio management for individuals and selection of other advisors. View all service details ↓
BANCWEST INVESTMENT SERVICES, INC. (BWIS) manages $2.0 billion in client assets according to their SEC filing dated August 10, 2023.
According to their SEC Form ADV, BANCWEST INVESTMENT SERVICES, INC. (BWIS) serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 544
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.57%
Average Client Assets: $1.0 million
Total Client Accounts: 9,062
Discretionary Accounts: 9,062
Regulatory Filings
CRD Number: 29357
Filing ID: 1780203
Last Filing Date: 2023-08-10 14:39:00