Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
BG Investment Services, LLC
Team
Total advisors
5Clients per advisor
131 Very HighAvg AUM per client
$552,400 LowHNW client ratio
9% Very LowJustin Naito is a financial advisor with BG Investment Services, LLC, holding a Series 65 designation. He has experience working at BG Investment Services since 2024 and previously held roles at ASC Trust, LLC, GESI, Mai Market, and New York Life. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension plans, corporations, and charitable entities. The firm uses a combination of analytical methods and strategies tailored to client objectives, managing approximately $868 million in assets and operating with an affiliation to BankGuam Holding Company, Inc.
Based on BG Investment Services, LLC
Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements
California
1 year of industry experience
BG Investment Services, Inc.
2024 - Present • 2 years
Hagatna
ASC Trust, LLC
2021 - 2024 • 3 years
Hagatna
UnEmployed
2020 - 2021 • 1 year
Tamuning
GESI
2019 - 2020 • 1 year
Tamuning
Mai Market
2018 - 2019 • 1 year
Dededo
UnEmployed
2017 - 2018 • 1 year
Los Angeles, CA
New York Life
2014 - 2016 • 2 years
Pasadena, CA
CSU Los Angeles
2012 - 2017 • 5 years
Los Angeles, CA
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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