BHK INVESTMENT ADVISORS

2200 Lakeshore Drive
Suite 250
Birmingham, Alabama 35209-8803
Tel: 205-322-2025

About BHK INVESTMENT ADVISORS

BHK INVESTMENT ADVISORS, formally registered with the SEC as BHK INVESTMENT ADVISORS. The firm was established in 05/17/2006. They have over 1 offices throughout the country.

BHK INVESTMENT ADVISORS is a Birmingham, Alabama based Financial Planning firm with nearly $664,142,639 assets under management, offering retirement planning & investment advisory services to 753 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140515
SEC#	801-66669
Assets Managed by Firm	$664,142,639
No. of Clients	753
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	753	$664,142,639
Individuals (other than high net worth individuals)	120	$41,334,679
High net worth individuals	171	$363,049,737
Pension and profit sharing plans	12	$165,640,816
Corporations or other businesses	15	$94,117,407

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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