Bancwest Investment Services, Inc
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About this Advisor
Milap Shah is a financial advisor working in Albuquerque, New Mexico, who has 10 years of work experience. Shah works at Bancwest Investment Services, Inc. Throughout their career, Shah has worked at Bank Of The West and Bancwest Investment Services. Shah maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and New Mexico. Bancwest Investment Services, Inc is an advisory business that has its headquarters in Albuquerque, New Mexico. It has offices in 460 locations and a total of 343 people on staff. It has $2 billion in total assets across its 8,995 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 8,995 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc provides a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which service is offered. Fees 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
Milap Shah Work History
Milap has 10 years of experience.
Bank Of The West
Bancwest Investment Services
Bank Of The West
Milap Shah has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
New York, NY
San Jose, CA
San Francisco, CA
Los Angeles, CA