BH ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$117M

Discretionary

$117M

100% of AUM

Avg account

$1M

Accounts

113

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 152117
Registered since: January 7, 2010
Website: www.bhasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: HNWI98.16%
Corporations / Businesses1.16%
Individuals0.69%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bh Asset Management, LLC is a limited liability company that specializes in providing financial planning services and portfolio management primarily for individuals and small businesses. Established in 2010, the firm operates under a fee structure based on a percentage of assets under management. While it is not classified as a capital allocator and does not engage in active ESG investing, it maintains a focus on managing client portfolios with a personalized approach. The firm is affiliated with a broker-dealer and has built a client base that includes both individual and family clients. Bh Asset Management, LLC is not a multi-state adviser and does not offer pension consulting services.