Milap
Shah

Bancwest Investment Services, Inc

CRD#6014236
Investment Advisor
in Albuquerque, NM

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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

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

500 Marquette Avenue Nw Suite 100
Albuquerque, NM 87102

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

NM Average: 226
Total Number of Accounts

8,995

NM Average: 7,467
Average Account Size

$196,903

NM Average: $264,928

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Investment Advisory Services

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

Milap Shah Work History

Milap has 10 years of experience.

2012 - Present (8 years)

Bank Of The West

2012 - Present (8 years)

Bancwest Investment Services

2010 - 2011 (1 year)

Bank Of The West

Disclosures

Milap Shah has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Stephen Essington
Albuquerque, NM
Michael Rouse
Omaha, NE
Ahmed Eid
Tempe, AZ
John Mathison
Anoka, MN
Karim Bouzerda-Khan
New York, NY
Kathryn Calderon
San Jose, CA
Dimitre Ivanov
San Francisco, CA
Gianluca Paci
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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