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 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
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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