BG Investment Services, LLC
Firm details
- Headquarters
- Hagatna,
- CRD number
- 281716
- Registered since
- November 20, 2015
- Website
- www.asctrust.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF GUAM
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses43.81%
- HNWI28.08%
- Individuals13.65%
- State / Municipal Government7.6%
- Banking / Thrift Institutions4.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BG Investment Services, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual/family and institutional clients and bills for advice through a mix of percentage-of-AUM and fixed fees. Advisory capabilities include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers; the firm also operates as an insurance broker and identifies itself as a capital allocator. The adviser is not described as an ESG-focused manager and is not flagged as a multi-state or newly formed adviser. Its ownership is listed as a domestic entity/individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds5%
Owners & executives
2 of 2
Donald Clark
Chief Compliance OfficerCRD 5039391
Paul Ma
Chief StrategistCRD 4237683
Contacts
3 of 4Melanie Mendiola
Investment Adviser RepresentativeCRD 4605287
Justin Johnson
Financial AdvisorCRD 7898583
Justin Naito
Financial AdvisorCRD 6735768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$127M in ETFs
45%
$57M
54%
$69.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $24M | 527,196 | 18.93% |
Location
Hagatna, null
Location
Hagatna, null
Headquartered in Hagatna, null.
- Address
- 120 Father Duenas Ave
- Office locations
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