This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$19.3MItem 5.F on the latest filing (2023-08-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$19.3M

Private client RAUM

$19.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$19.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

92

Individual clients

34

High net worth clients

20

SEC number

801-127663

CRD

325833

Filings on the tape

6

First filed

Mar 15, 2023

Latest filed

Aug 31, 2023

Organised

Limited Liability Company, Delaware

• Occurred

  Aug 4, 2023
  Control person joined

  Ann Ashley Gray (President And Director Of Marketing) appeared on Schedule A of Graylark Financial, Llc

  Form ADVobserved 6 days ago
• Occurred

  Mar 15, 2023
  First Form ADV filing

  Bg Financial Services, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:51330c19-afa9-6b28-f771-785bafbb9407

First observed

Mar 15, 2023

Last observed

Aug 31, 2023 37 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.