BH Asset Management, LLC

Overview

BH Asset Management, LLC is an SEC-registered limited liability company that has been advising clients since 2010. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management. Its reported client base is primarily individual and family investors. BH Asset Management is not positioned as a multi-state adviser, does not self-identify as an active ESG investor, and indicates no role as a pension consultant or capital allocator. The firm also lists a broker-dealer affiliation.

Assets & Accounts

Public Holdings

Location & Offices