BG Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,374,549
Clients
656
Advisors
5
of 7 employees
About
BG Investment Services provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations and government or charitable entities. The firm manages roughly $868 million in combined discretionary and non‑discretionary assets and may engage third‑party asset managers to implement client portfolios.
The firm delivers individualized advice with ongoing portfolio monitoring and rebalancing, using a mix of analytical methods — including fundamental, technical and cyclical analysis — and a range of strategies from long‑term holdings to shorter‑term trading where appropriate to client objectives. Cash and cash‑equivalent holdings are routinely used for liquidity and fee processing, and client accounts are reviewed at least annually with client‑directed restrictions accommodated when feasible.
BG Investment Services is wholly owned by ASC Trust, LLC, a subsidiary of BankGuam Holding Company, Inc., and the brochure notes banking and trust services are available from related entities under separate engagement agreements — an organizational affiliation that is uncommon among peers. The firm also discloses that some representatives act as licensed insurance agents/brokers, maintains standing‑letter procedures for third‑party transfers, sponsors a wrap‑fee program limited to legacy clients, and uses Fidelity as its primary custodian, all of which distinguish its operating model from many team‑sized advisory firms.
Client services
Expertise
Fee options
Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements
Main office
North Attleboro MA
Advisors at this office
1
Most active in
California · Hawaii · Massachusetts · Texas · Washington
Also doing business as
Bg Investment & Insurance Services, Inc. · Bg Investment & Insurance, Inc · Bg Investment Services, Inc. · Bg Investment Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Justin J
Series 65
Remote
BG Investment Services, LLC
Justin Johnson is a financial advisor at BG Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ASC Trust, LLC and Goody's Sporting Goods. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm employs a variety of analytical methods and strategies tailored to client objectives and is affiliated with ASC Trust, LLC, offering additional banking and trust services.
Maree S
CFP®, Series 66
Remote
BG Investment Services, LLC
Maree Sgro is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. She has been with BG Investment Services, LLC since 2019, following a tenure at Raymond James and Associates from 2015 to 2018 and a one-year sabbatical. BG Investment Services, LLC is a team-based firm managing approximately $868 million in assets, serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable entities. The firm employs a mix of analytical methods and investment strategies tailored to client objectives, with ongoing portfolio monitoring and annual reviews.
Melanie M
Series 65, Series 66
Remote
BG Investment Services, LLC
Melanie Mendiola is a financial advisor at BG Investment Services, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining BG Investment Services in 2025, she worked at the Guam Economic Development Authority and the University of Guam Endowment Foundation. Outside of her advisory role, she has been involved with Farm to Table-Guam. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm manages approximately $868 million in assets and employs a range of analytical methods and strategies tailored to client objectives.
Paul M
CFA®, Series 66, Series 63
North Attleboro, MA
BG Investment Services, LLC
Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.
Justin N
Series 65
Remote
BG Investment Services, LLC
Justin 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.
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