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 available records as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not described as an active ESG investor. It also is not listed as a multi-state adviser, a pension consultant, or as a related adviser. Public disclosures for this entity contain minimal operational detail: there are no explicit descriptions of its client segments, fee schedules, advisory services, or business activities in the source data, and there is no separate activities and affiliations narrative available.
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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