Bg Investment Services, Inc.
● SEC registered since 2015CRD 281716SEC# 801-106887Hagatna
Reg. AUM
$868.5M
Employees
7
Accounts
1,011
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 $868.5 million in regulatory assets under management and employs 7 people.
Bg Investment Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asc Trust, LLC Control | Owner | Over 75% | 2024 |
| Donald Harvey Clark Control | Chief Compliance Officer | Under 5% | 2024 |
| Ada Family Trust Control | Owner | — | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bg Investment Services, Inc. manage?
Bg Investment Services, Inc. reports $868.5 million in regulatory assets under management on its Form ADV.
How many employees does Bg Investment Services, Inc. have?
Bg Investment Services, Inc. reports 7 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
| Address | 120 Father Duenas Avenue, Hagatna 96910 |
| Phone | 671-472-5490 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$868.5M▲ 97%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$868.5Mregulatory AUM
Discretionary $850MNon-discretionary $18.5M