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Home > Retirement Planners > connecticut > westport > BHMS INVESTMENTS, LP
BHMS INVESTMENTS, LP
355 Riverside Avenue
Westport, Connecticut 06880
Tel: 203-653-3558
About BHMS INVESTMENTS, LP
BHMS INVESTMENTS, LP, formally registered with the SEC as BHMS INVESTMENTS, LP. The firm was established in 07/28/2022. They have over 1 offices throughout the country.
BHMS INVESTMENTS, LP is a Westport, Connecticut based Financial Planning firm with nearly $664,787,611 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162554 |
| SEC# | 801-126219 |
| Assets Managed by Firm | $664,787,611 |
| No. of Clients | 6 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $664,787,611 |
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