Bancwest Investment Services, Inc

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 investment advisor at Bancwest Investment Services, Inc, Delgadillo has 10 years of experience as a financial advisor. Delgadillo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Delgadillo is registered to work with clients based out of California. Delgadillo has gained experience at Independent Capital Management, Sagepoint Financial, U.S. Bancorp Investments, Inc, Bancwest Investment Services and Bank Of The West. Bancwest Investment Services, Inc is headquartered in Pasadena, California, and has 460 offices in the nation. As a registered advisory firm, Bancwest Investment Services, Inc manages $2 billion in assets across 8,995 accounts and retains more than 343 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include 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



Office Location

587 E Colorado Blvd
Pasadena, CA 91101

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


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)

Bancwest Investment Services

2017 - Present (3 years)

Bank Of The West

2011 - 2017 (6 years)

U.S. Bancorp Investments, Inc

2010 - 2011 (1 year)

Independent Capital Management

2010 - 2011 (1 year)

Sagepoint Financial


Deny Delgadillo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Taylor Sansoni
Omaha, NE
Dennis Smith
Overland Park, KS
Karim Bouzerda-Khan
New York, NY
Chad Webster
Lodi, CA
Tyler Kamerman
West Des Moines, IA
Jonathan Woodward
Grand Junction, CO
Dimitre Ivanov
San Francisco, CA
Alejandro Garcia
Turlock, CA

This content was compiled from the SEC and FINRA.

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