Overview
Assets Under Management: $664 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 171
Average Client Assets: $2 million
Frequently Asked Questions
BHK INVESTMENT ADVISORS, 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 #140515), BHK INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
BHK INVESTMENT ADVISORS, LLC is headquartered in BIRMINGHAM, AL.
BHK INVESTMENT ADVISORS, LLC serves 171 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BHK INVESTMENT ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BHK INVESTMENT ADVISORS, LLC manages $664 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BHK INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 753
Discretionary Accounts: 523
Non-Discretionary Accounts: 230
Regulatory Filings
CRD Number: 140515
Last Filing Date: 2024-03-25 00:00:00
Website: https://bhkllc.com