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Home > Retirement Planners > alabama > birmingham > BHK SECURITIES, LLC
BHK SECURITIES, LLC
2200 Lakeshore Drive
Suite 250
Birmingham, Alabama 35209-8803
Tel: 205-322-2025
About BHK SECURITIES, LLC
BHK SECURITIES, LLC, formally registered with the SEC as BHK SECURITIES, LLC. The firm was established in 09/21/2006. They have over 1 offices throughout the country.
BHK SECURITIES, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $113,807,484 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139665 |
| SEC# | 801-67198 |
| Assets Managed by Firm | $113,807,484 |
| No. of Clients | 192 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Commission Based
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 | 192 | $113,807,484 |
| Individuals (other than high net worth individuals) | 49 | $13,812,662 |
| High net worth individuals | 65 | $97,224,097 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,684,067 |
| Corporations or other businesses | Fewer than 5 clients | $1,086,658 |
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