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 source data as an investment bank. It has been SEC-registered since 1991 and is listed with an ownership structure described as a domestic entity and individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Additional flags in the record show it is not a multistate adviser, not recently formed, and not a pension consultant or related adviser. Public disclosures in the available dataset are sparse: fields for business activities, advisory activities, fee structure and client base are not populated. That limits visibility into the firm's service lines, fee models, and target client segments.

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

FINTRX

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