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| Keyboard |
| BG Investment Services Inc
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|---|---|
| CRD # | 281716 |
| SEC # | 801-106887 |
| CIK # | 0001873989 |
| AUM | 868.5 M (2026-01-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 671-472-5490 |
| Address | 120 Father Duenas Avenue Hagatna, Guam |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.2 | ||
| Apple Inc | 1.7 | ||
| Tesla Motors Inc | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 594 | 118.5 |
| (b) Individuals (high net worth individuals) | 62 | 243.8 |
| (c) Banking or thrift institutions | 2 | 41.5 |
| (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 | 6 | 14.2 |
| (i) State or municipal government entities | 10 | 66.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 3.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 380.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,011 | 868.5 |
| By Discretionary | ||
| Discretionary | 1,007 | 850.0 |
| Non-Discretionary | 4 | 18.5 |
| Total | 1,011 | 868.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.0 | |
| United States Persons | 829.4 | |
| Total | 1,011 | 868.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001873989] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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