RIA Intel›Advisers›BG INVESTMENT SERVICES, LLC

BG INVESTMENT SERVICES, LLC

Advisory

N·HAGATNA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM
$868M
1-Year AUM Growth
+41.0%
3-Year CAGR
+14.9%
Employees
5
Assets Under Management
Total AUM$868M
Discretionary AUM$850M
Non-Discretionary AUM$18M
Discretionary %97.9%
Total Clients722
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)+150.0%
Filing History
Total Filings on Record24
First FilingNov 2, 2015
Latest FilingJul 15, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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