Overview
Assets Under Management: $113 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 99
Average Client Assets: $1 million
Frequently Asked Questions
BH ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152117), BH ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BH ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
BH ASSET MANAGEMENT, LLC serves 99 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, BH ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BH ASSET MANAGEMENT, LLC manages $113 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, BH ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.16
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 152117
Last Filing Date: 2024-04-01 00:00:00
Website: https://bhasset.com