← Back to searchVisit website
BG INVESTMENT SERVICES, LLC
CRD 281716 · SEC 801-106887
120 FATHER DUENAS AVENUE, HAGATNA, CA, 96910, Guam
Phone
671-472-5490
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$868.5M
Discretionary AUM
$850.0M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 594 | $118.5M |
| High net worth individuals | 62 | $243.8M |
| Banking/thrift institutions | 2 | $41.5M |
| Charitable organizations | 6 | $14.2M |
| State/municipal entities | 10 | $66.0M |
| Insurance companies | 2 | $3.9M |
| Corporations/business entities | 46 | $380.5M |
States served
CA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD