Bancwest Investment Services, Inc
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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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dimitre Ivanov Work History
Dimitre has 10 years of experience.
Banc West Investment Services
Bank Of The West
Ubs Financial Services Inc Crd# 8174
Dimitre Ivanov has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
Los Angeles, CA