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Bg Investment Services, Inc.

● SEC registered since 2015CRD 281716SEC# 801-106887Hagatna
Export (members)
Reg. AUM
$439.9M
Employees
5
Accounts
645
Location
Hagatna

Bg Investment Services, Inc. assets under management

Bg Investment Services, Inc. is an SEC-registered investment adviser based in Hagatna. The firm has been registered since 2015. It reports $439.9 million in regulatory assets under management and employs 5 people.

Bg Investment Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Asc Trust, LLC ControlOwnerOver 75%2024
Donald Harvey Clark ControlChief Compliance OfficerUnder 5%2024
Ada Family Trust ControlOwner2024
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Frequently asked questions

How much does Bg Investment Services, Inc. manage?

Bg Investment Services, Inc. reports $439.9 million in regulatory assets under management on its Form ADV.

How many employees does Bg Investment Services, Inc. have?

Bg Investment Services, Inc. reports 5 employees.

Where is Bg Investment Services, Inc. located?

Bg Investment Services, Inc. is based in Hagatna and has been SEC-registered since 2015.

Does Bg Investment Services, Inc. disclose fund performance?

Bg Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Father Duenas Avenue, Hagatna 96910
Phone671-472-5490
Office hours9:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$425.9M
Non-discretionary$14M
Total (RAUM)$439.9M