Ace
Chan

Bancwest Investment Services, Inc

CRD#2800890
Investment Advisor
in Pasadena, CA

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About this Advisor

Ace Chan is a financial advisor based in Pasadena, California who has 11 years of industry experience. Chan is an employee of Bancwest Investment Services, Inc. Their career trajectory has included roles at Bank Of The West and Bancwest Investment Services. Chan has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Illinois. Bancwest Investment Services, Inc is a business operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 financial advisors. It oversees $2 billion in assets among its 9,062 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bancwest Investment Services, Inc provides a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which services are offered. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

599 E Colorado Blvd
Pasadena, CA 91101

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

CA Average: $1,978,216,465
Total Number of Employees

369

CA Average: 226
Total Number of Accounts

9,062

CA Average: 7,467
Average Account Size

$223,378

CA Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Ace Chan Work History

Ace has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Bank Of The West

2012 - Present (12 years)

Bancwest Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ace Chan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Ronald Fisher
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Robb Molnar
Sacramento, CA
Jacob Somero
Tempe, AZ
Todd Dunlap
Tempe, AZ
Valeria Silva
St. Petersburg, FL
Lidia Leach
Fresno, CA
Ahmed Eid
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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