BHS Financial, LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 27514
- Registered since
- June 27, 1991
Firm profile
FINTRXOverview
BHS Financial, LLC is organized as a limited liability company and is classified in the source data as an investment bank. It has been SEC-registered since 1991 and is listed with an ownership structure described as a domestic entity and individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Additional flags in the record show it is not a multistate adviser, not recently formed, and not a pension consultant or related adviser. Public disclosures in the available dataset are sparse: fields for business activities, advisory activities, fee structure and client base are not populated. That limits visibility into the firm's service lines, fee models, and target client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Matthew Lampman
President, Chief Operating OfficerCRD 6132493

Richard Weiss
Chief Compliance OfficerCRD 2523174

David Weinberger
CFO & CROCRD 2676116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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