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Building 2BG INVESTMENT SERVICES, INC.

Map pinHAGATNA
Phone671-472-5490
NotebookSEC #801-106887
Total AUM
$868.5M
Employees
7
Clients
722

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 FATHER DUENAS AVENUE
HAGATNA
96910
Guam
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
671-472-5490

ReceiptFinancials

Total AUM
$868.5M
Accounts
1,011
Discretionary
$850M
Accounts
1,007
Non-Discretionary
$18.5M
Accounts
4

ContactClients

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Individual Clients
594
AUM
$118.5M
HNW Individual Clients
62
AUM
$243.8M
Banking Clients
2
AUM
$41.5M
Charitable Organization Clients
6
AUM
$14.2M
Government Entity Clients
10
AUM
$66M
Insurance Company Clients
2
AUM
$3.9M
Corporation or Business Clients
46
AUM
$380.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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