BHS Financial, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
27514
Registered since
June 27, 1991

Firm profile

FINTRX

Overview

BHS Financial, LLC is organized as a limited liability company and is classified in the available snapshot as an investment bank. The firm has been SEC-registered since 1991. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates BHS Financial does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or related adviser. The dataset provides limited detail about the firm’s advisory scope, fee structure, or specific business lines beyond the classification above, so the publicly summarized profile focuses on the structural and registration attributes noted.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Matthew Lampman

    Matthew Lampman

    President, Chief Operating OfficerCRD 6132493

  • Richard Weiss

    Richard Weiss

    Chief Compliance OfficerCRD 2523174

  • David Weinberger

    David Weinberger

    CFO & CROCRD 2676116

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth