BG INVESTMENT SERVICES, LLC

BG INVESTMENT SERVICES, LLC of HAGATNA is an SEC-registered investment adviser (CRD 281716). Regulatory assets under management: $868.5M.

Registration

• CRD: 281716
• SEC file number: 801-106887
• Type: Registered investment adviser
• Location: 120 FATHER DUENAS AVENUE, HAGATNA, 96910
• Phone: 671-472-5490
• Latest filing: 2026-07-15
• Regulatory AUM: $868.5M
• Discretionary AUM: $850.0M
• Non-discretionary AUM: $18.5M
• Clients: 7
• Accounts: 1,011

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281716 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search