Overview
Assets Under Management: $164 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
BEDMINSTER L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118794), BEDMINSTER L.L.C. is subject to fiduciary duty under federal law.
BEDMINSTER L.L.C. is headquartered in BLUFFTON, SC.
BEDMINSTER L.L.C. serves 58 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, BEDMINSTER L.L.C. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BEDMINSTER L.L.C. manages $164 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, BEDMINSTER L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 644
Discretionary Accounts: 644
Regulatory Filings
CRD Number: 118794
Last Filing Date: 2024-03-26 00:00:00
Website: https://thebedminstergroup.com