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Bhs Advisory Group Inc. (Miramar)


Bhs Advisory Group Inc. is a large advisory firm based in Miramar. It manages $55.94 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, New York, and Ohio.

Bhs Advisory Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bhs Advisory Group: assets under management

The assets under management (AUM) of Bhs Advisory Group Inc. is $55.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $708.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bhs Advisory Group Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miramar

The principal office where Bhs Advisory Group Inc. performs its advisory services is located at 3350 Sw 148 Th Avenue, Miramar, FL 33027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-756-7056 or by fax 954-734-2685. The normal business hours are 9am - 5pm on Monday - Friday.


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