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BHMS INVESTMENTS, LP
BHMS INVESTMENTS, LP
WESTPORT, Connecticut
·
3 registered advisors
·
CRD# 162554
SEC# 801-126219
0
203-653-3558
01
Firm Overview
AUM
$665M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at BHMS INVESTMENTS, LP
3 registered advisors
Justin Reed Gaines
WESTPORT, Connecticut
CRD# 5349482
Kevin Lapp Angelis
WESTPORT, Connecticut
CRD# 4424020
Robert Lipman Salamon
WESTPORT, Connecticut
CRD# 4974839
05
Office Locations
WESTPORT, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. BHMS INVESTMENTS, LP (CRD# 162554) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.