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 registered with the SEC since 1991. The firm is classified as an investment bank and is owned by a domestic entity and an individual. Public attributes recorded for the firm indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser. It is also not listed as a pension consultant or as a related adviser.
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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