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 operating in Pasadena, California, who has been in the industry for 11 years. Delgadillo is an advisor for Bancwest Investment Services, Inc. Throughout their career, Delgadillo has worked at Independent Capital Management, Century 21 Powerhouse Realty, Sagepoint Financial, U.S. Bancorp Investments, Inc, Bancwest Investment Services and Bank Of The West. Delgadillo holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Bancwest Investment Services, Inc is an advisory firm based in Pasadena, California. The company has offices in 547 locations and a total of 361 advisors. It has $2 billion in assets under management across its 8,147 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 8,147 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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 12 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

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)

John Lee
Palo Alto, CA
George Saliga
Mountain View, CA
Milap Shah
Albuquerque, NM
Angela Reynolds
Los Angeles, CA
John Mathison
Anoka, MN
Saba Jahanian
Santa Monica, CA
Gianluca Paci
Los Angeles, CA
Hamza Farooquee
Tustin, CA

This content was compiled from the SEC and FINRA.

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