BH Asset Management LLC

EST. AUM
$135,960,000

CONTACTS
3

CLIENT ACCOUNTS
96

Firm Details

Metro area New York City
CRD Number 152117
Website bhasset.com
Client types

Overview

BH Asset Management is a registered investment advisor, meaning they are held to a fiduciary standard and must always put client's interests first. They provide unbiased advice, employ an open architecture approach, and only charge flat fees. They are transparent and maintain frequent communication with their clients. With over 30 years of fund management experience, they offer the most sophisticated investment techniques. BH Asset Management is a personalized and customized boutique investment management firm with over 30 years of fund management experience. They are dedicated to providing asset management and strategic wealth services that are specific to clients and their situation. As a financial advisory firm, their primary focus is to provide unbiased advice that is designed to achieve long-term investment results. They achieve this through transparency, frequent communication, and an overall open architecture approach.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

BH Asset Management LLC

Platform Details

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