BG ASSOCIATES, INC
Total AUM
$307.8M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5050 NORTH 40TH STREET #300
PHOENIX
AZ 85018
USA
PHOENIX
AZ 85018
USA
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
602-230-1331
Financials
Total AUM
$307.8M
Accounts
1,040Discretionary
$291.9M
Accounts
745Non-Discretionary
$15.9M
Accounts
295
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.