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 registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory offering centers on financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers; the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM and fixed-fee structures. BG Investment Services identifies as a capital allocator but does not flag itself as an active ESG investor or a multi-state adviser.
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
1 of 1DONALD CLARK
Chief Compliance OfficerCRD 5039391
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
$110M in ETFs
46%
$50.5M
53%
$59.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $21.4M | 468,984 | 19.51% |
Location
HAGATNA, null
Location
HAGATNA, null
Headquartered in HAGATNA, null.
- Address
- 120 Father Duenas Ave
- Office locations
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