Deny
Delgadillo

Bancwest Investment Services, Inc

CRD#5800813
Investment Advisor
in Pasadena, CA

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About this Advisor

Deny Delgadillo is a financial advisor whose office is in Pasadena, California. Currently an advisor at Bancwest Investment Services, Inc, Delgadillo has 10 years of professional experience. Delgadillo has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Delgadillo can work with clients based out of California. Over the course of their career, Delgadillo has held roles at Independent Capital Management, Century 21 Powerhouse Realty, Sagepoint Financial, U.S. Bancorp Investments, Inc, Bank Of The West and Bancwest Investment Services. Bancwest Investment Services, Inc is headquartered in Pasadena, California, and operates out of 525 additional locations across the nation. As a company, Bancwest Investment Services, Inc oversees $2 billion in assets throughout 7,801 accounts and retains more than 358 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bancwest Investment Services, Inc can offer portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

587 E Colorado Blvd
Pasadena, CA 91101

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

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

361

CA Average: 226
Total Number of Accounts

8,147

CA Average: 7,467
Average Account Size

$187,958

CA Average: $264,928

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Investment Advisory Services

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

Deny Delgadillo Work History

Deny has 10 years of experience.

2017 - Present (3 years)

Bank Of The West

2017 - Present (3 years)

Bancwest Investment Services

2011 - 2017 (6 years)

U.S. Bancorp Investments, Inc

2010 - 2011 (1 year)

Independent Capital Management

2010 - 2011 (1 year)

Sagepoint Financial

2008 - 2010 (2 years)

Century 21 Powerhouse Realty

Disclosures

Deny Delgadillo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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