RIA Intelligence

BANCWEST INVESTMENT SERVICES, INC.

Legal name: BANCWEST INVESTMENT SERVICES, INC. (BWIS)

CRD #29357 SEC #801-71300 OMAHA, NE 800-338-3919
SEC Registered Broker-Dealer Disclosures
Total AUM
$2B
Discretionary
$2B
Employees
369
Clients
0
Accounts
9,062

AUM Over Time

DateAug 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees369
Clients43
DateJul 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees369
Clients43
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees369
Clients43
DateFeb 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateFeb 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateNov 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateOct 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateAug 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateAug 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateJun 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees372
Clients46
DateJan 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees332
Clients54
DateSep 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees332
Clients54
DateJun 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees332
Clients54
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees332
Clients54
DateFeb 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateJan 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateDec 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees343
Clients54
DateFeb 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateFeb 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateDec 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateNov 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateSep 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees361
Clients40
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateFeb 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateJan 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateNov 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateSep 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateAug 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateJun 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateMay 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateApr 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees358
Clients27
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees474
Clients8
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees474
Clients8
DateJan 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees474
Clients8
DateDec 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees474
Clients8
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateAug 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateJun 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateMay 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees474
Clients5,400
DateFeb 2017
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateDec 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateNov 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateJul 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateMay 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateApr 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateMar 2016
Total AUM$896.5M
Discretionary$896.5M
Non-Disc.$0
Employees469
Clients5,200
DateMar 2016
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateJan 2016
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateNov 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateSep 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateSep 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateJul 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateMay 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateApr 2015
Total AUM$693.7M
Discretionary$692.3M
Non-Disc.$1.4M
Employees444
Clients3,200
DateMar 2015
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateJan 2015
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateNov 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateOct 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateJul 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateJul 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateJun 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateApr 2014
Total AUM$411.9M
Discretionary$350.7M
Non-Disc.$61.2M
Employees396
Clients2,100
DateJun 2013
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees365
Clients1,200
DateApr 2013
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees365
Clients1,200
DateApr 2013
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees365
Clients1,200
DateMar 2013
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees365
Clients1,200
DateMar 2013
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees331
Clients500
DateFeb 2013
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees331
Clients500
DateNov 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees331
Clients500
DateNov 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees331
Clients500
DateOct 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees501
Clients500
DateOct 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees501
Clients500
DateAug 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees501
Clients500
DateAug 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees501
Clients500
DateMar 2012
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees501
Clients500
DateDec 2011
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees501
Clients251
DateDec 2011
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees501
Clients251
DateJul 2011
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees501
Clients--
DateMay 2011
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees501
Clients--
DateMar 2011
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees501
Clients--
DateMar 2011
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateMar 2011
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateFeb 2011
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateFeb 2011
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateFeb 2011
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateDec 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateOct 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateOct 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateAug 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateJun 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateMay 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateMay 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateMay 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateApr 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateMar 2010
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees501
Clients--
DateAug 2007
Total AUM$18.5M
Discretionary$0
Non-Disc.$18.5M
Employees501
Clients--
DateMay 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateMay 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateMay 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateFeb 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateFeb 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateFeb 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateJan 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateJan 2007
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees501
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients--
DateMay 2002
Total AUM$405.1K
Discretionary$0
Non-Disc.$405.1K
Employees251
Clients--
DateApr 2002
Total AUM$405.1K
Discretionary$0
Non-Disc.$405.1K
Employees251
Clients--
DateApr 2002
Total AUM$405.1K
Discretionary$0
Non-Disc.$405.1K
Employees251
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients--