BHS FINANCIAL, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 27514
- Registered since
- June 27, 1991
Firm profile
FINTRXOverview
BHS Financial, LLC is an LLC-style firm registered with the SEC in 1991 and classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm has not supplied detail about its day-to-day business activities, advisory services, or client types in the source record. Fee structure and specific lines of business are not provided in the available data.
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 3Matthew 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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