Overview
Assets Under Management: $664 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 171
Average Client Assets: $2 million
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