Bg Investment Services, Inc. (Hagatna)

Bg Investment Services, Inc. is an adviser based in Hagatna. It manages $64.53 million of regulatory assets for 249 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Texas.

Bg Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bg Investment Services: assets under management

The assets under management (AUM) of Bg Investment Services, Inc. is $64.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and $8.65 million of the total AUM is attributable to clients outside of the United States.

The firm manages $64.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $259.16 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 64% of the total AUM. The second-largest asset type is investment and business development companies, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bg Investment Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bg Investment Services serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Bg Investment Services is corporations or other businesses with 20 clients and $14.57 million of assets under management. Among the 3 most similar advisory firms, Bg Investment Services has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $36.57 million for 194 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.

Bg Investment Services doesn't advise any private funds.

Careers at Bg Investment Services, Inc.

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Bankguam Holding Company	Owner	1 Oct 2015	75% - 100%	66-0770448
Danilo Tomas Matias Rapadas	Chief compliance officer	1 Nov 2015	Other	6580565

Based in Hagatna

The principal office where Bg Investment Services, Inc. performs its advisory services is located at 111 W Chalan Santo Papa Drive, Hagatna, 96910, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 671-472-5141. The normal business hours are 9:00am - 5:00pm on Monday - Friday.