BH Asset Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

2 Greenwich Office Park Ste 300, Greenwi...

Phone Number

(203) 987-6227

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
2
2
1

About BH Asset Management

BH Asset Management is a registered investment advisor that prioritizes client interests through unbiased advice and a fiduciary standard. With over 30 years of experience, they offer tailored financial solutions including private and institutional portfolio management, estate planning, and impact investing. Their approach emphasizes understanding individual client goals, risk tolerance, and values to create customized financial strategies. The firm is dedicated to building long-lasting relationships with clients, ensuring transparent communication and personal attention.Explore more
BH Asset Management's Social MediaPopular SearchesBh Asset Management LLCBh Asset ManagementBh Asset Management IncBh Assets LLCBH AssetSIC Code 62,628NAICS Code 52,523Show more

BH Asset Management Org Chart

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Chief Financial Officer

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BH Asset Management

<$5M
11-50
Private
-
2010
RS
Robert SearingChief Financial Officer
$5M
11-50
Private
-
2000
HV
Heather VosClient Service Operations Specialist
<$5M
1-10
Private
-
-
Christopher Conover, Founder & President at Hudson Valley Wealth Management
Christopher ConoverFounder & President
<$5M
1-10
Private
-
2001
John Williams, Founder & President at Ironwood Wealth Management
John WilliamsFounder & President
<$5M
11-50
Private
<$5M
1986
MK
Michelle KenneyManager, Operations
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

BH Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BH Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BH Asset Management.

BH Asset Management Tech Stack

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Frequently Asked Questions Regarding BH Asset Management

What is BH Asset Management's official website?
BH Asset Management's official website is www.bhasset.com
What is BH Asset Management's Revenue?
BH Asset Management's revenue is <$5 Million
What is BH Asset Management's SIC code?
BH Asset Management's SIC: 62,628
What is BH Asset Management's NAICS code?
BH Asset Management's NAICS: 52,523
How many employees does BH Asset Management have?
BH Asset Management has 11-50 employees
What industry does BH Asset Management belong to?
BH Asset Management is in the industry of: Finance, Securities Trading
What is BH Asset Management competition?
BH Asset Management top competitors include: Berkshire Asset Management, Ironwood Wealth Management, Wealth Advisory Services, Hudson Valley Wealth Management
What technology does BH Asset Management use?
Some of the popular technologies that BH Asset Management uses are: Drupal, Tableau, Google Font API, Microsoft Dynamics CRM
Who is the CFO of BH Asset Management?
BH Asset Management's CFO is Robert Searing
How do I contact BH Asset Management?
BH Asset Management contact info: Phone number: (203) 987-6227 Website: www.bhasset.com
What does BH Asset Management do?

BH Asset Management is a registered investment advisor that prioritizes client interests through unbiased advice and a fiduciary standard. With over 30 years of experience, they offer tailored financial solutions including private and institutional portfolio management, estate planning, and impact investing. Their approach emphasizes understanding... individual client goals, risk tolerance, and values to create customized financial strategies. The firm is dedicated to building long-lasting relationships with clients, ensuring transparent communication and personal attention.Read More

What are BH Asset Management social media links?
BH Asset Management Linkedin page BH Asset Management Twitter page BH Asset Management Facebook page
Is BH Asset Management a public company?
BH Asset Management is private company therefore does not currently have an official ticker symbol
See more information about BH Asset Management

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