BHS Financial, LLC

Broker-DealerFINRA Member
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 available records as an investment bank. Ownership is listed as a combination of a domestic corporate entity and an individual. Publicly available fields indicate the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not described as a pension consultant or a related adviser. It is also not identified as a multistate adviser or a newly formed adviser. Specific descriptions of fee arrangements, day-to-day advisory activities, or business lines were not provided.

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

FINTRX

Contacts

FINTRX

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