|
⚲
|
| BG Investment Services Inc
✚
|
|
|---|---|
| CRD # | 281716 |
| SEC # | 801-106887 |
| CIK # | 0001873989 |
| AUM | $132.1 MM (2023-03-09) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 671-472-5141 |
| Address | 111 W Chalan Santo Papa Hagatna, Guam |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 17.8 |
| (b) Individuals (high net worth individuals) | 23 | 41.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.8 |
| (i) State or municipal government entities | 11 | 52.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 132.1 |
| By Discretionary | ||
| Discretionary | 413 | 123.3 |
| Non-Discretionary | 13 | 8.7 |
| Total | 426 | 132.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.6 | |
| United States Persons | 119.4 | |
| Total | 426 | 132.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001873989] |
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