Investment adviser · CRD 29357
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
Investment adviser filing (IA)
BANCWEST INVESTMENT SERVICES, INC.
OMAHA, NE, United States · Form ADV filed Aug 10, 2023
- Regulatory AUM
- $2.02B Form ADV · Item 5.F
- Client accounts
- 9,062 Accounts, not individual clients
- Employees
- 369 Reported in this filing
- Advisory professionals
- 272 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,769 | $1,447,008,717 | 71.5% |
| High-net-worth individuals | 544 | $537,844,447 | 26.6% |
| Corporations & businesses | 50 | $23,568,657 | 1.2% |
| Charities | 6 | $15,314,885 | 0.8% |
| Other clients | Fewer than 5 | $517,042 | 0.0% |
Filing source
Form ADV 1780203 · Aug 10, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2023. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
13220 CALIFORNIA STREET, 2ND FLOOROMAHA, NE, 68154-9750, United States
CRD 29357
Filing source
Form ADV 1780203 · Aug 10, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.