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Kevin Lapp Angelis

BHMS INVESTMENTS, LP·WESTPORT, Connecticut
Clean recordBHMS INVESTMENTS, LP
355 RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 4424020Firm CRD# 162554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Lapp Angelis · WESTPORT, CT
Registration
CRD #4424020 · BHMS INVESTMENTS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Lapp Angelis is a registered financial advisor based in WESTPORT, Connecticut, affiliated with BHMS INVESTMENTS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BHMS INVESTMENTS, LP
BHMS INVESTMENTS, LP
AUM
$665M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BHMS INVESTMENTS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4424020
Firm CRD# 162554
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Lapp Angelis offer?
Kevin Lapp Angelis specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Kevin Lapp Angelis's credentials?
Kevin Lapp Angelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lapp Angelis located?
Kevin Lapp Angelis is based in WESTPORT, Connecticut, working with BHMS INVESTMENTS, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Kevin Lapp Angelis charge for services?
Kevin Lapp Angelis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BHMS INVESTMENTS, LP?
BHMS INVESTMENTS, LP has approximately 9 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BHMS INVESTMENTS, LP

Justin Reed Gaines
WESTPORT, CT
Robert Lipman Salamon
WESTPORT, CT

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Research
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