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 recorded with the SEC as having first registered in 1991. The firm is classified in the data as an investment bank rather than a traditional registered investment adviser. Ownership is listed as a domestic entity and individual combination. The snapshot flags several negative attributes rather than active service lines: the firm is not identified as a capital allocator, not a multi-state adviser, not an active ESG investor, not a pension consultant, and not a related adviser. Fields for client base, fee structure, business activities, and advisory activities were left blank in the source data, so there is no firm-provided description of target clients or published advisory offerings.
Assets & Accounts
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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