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Bg Investment & Insurance Services, Inc. (Hagatna)


Bg Investment & Insurance Services, Inc. is an adviser based in Hagatna. It manages $50.93 million of regulatory assets for 273 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.




Bg Investment & Insurance Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, 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 & Insurance Services: assets under management

The assets under management (AUM) of Bg Investment & Insurance Services, Inc. is $50.93 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.54 million in discretionary accounts and $38.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $180.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bg Investment & Insurance Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hagatna

The principal office where Bg Investment & Insurance 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.


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