Dimitre
Ivanov

Bancwest Investment Services, Inc

CRD#4449178
Investment Advisor
in San Francisco, CA

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About this Advisor

Dimitre Ivanov is a financial advisor operating out of San Francisco, California, with 10 years in the industry. Ivanov is an employee of Bancwest Investment Services, Inc. Over the course of their career, Ivanov has held roles at Ubs Financial Services Inc Crd# 8174, Banc West Investment Services and Bank Of The West. Ivanov maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in New Jersey. Bancwest Investment Services, Inc is a registered investment firm headquartered in San Francisco, California. The investment advisory business has offices in 460 locations and a total of 343 employees. It manages $2 billion in total assets among its 8,995 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 8,995 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

180 Montgomery St 10Th Floor
San Francisco, CA 94104

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

CA Average: 226
Total Number of Accounts

8,995

CA Average: 7,467
Average Account Size

$196,903

CA Average: $264,928

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Investment Advisory Services

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

Dimitre Ivanov Work History

Dimitre has 10 years of experience.

2019 - Present (1 year)

Banc West Investment Services

2019 - Present (1 year)

Bank Of The West

2010 - 2019 (9 years)

Ubs Financial Services Inc Crd# 8174

Disclosures

Dimitre Ivanov has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Ahmed Eid
Tempe, AZ
Ashley Hamilton
Tempe, AZ
John Mathison
Anoka, MN
Francis Jacobs
Reno, NV
Gianluca Paci
Los Angeles, CA
Taylor Sansoni
Omaha, NE
Alejandro Garcia
Turlock, CA
Jenifer Woolcott
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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