Overview
Assets Under Management: $144 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
THE BENDIX FINANCIAL GROUP, INC. 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 #118999), THE BENDIX FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
THE BENDIX FINANCIAL GROUP, INC. is headquartered in GARDEN CITY, NY.
THE BENDIX FINANCIAL GROUP, INC. serves 67 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, THE BENDIX FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE BENDIX FINANCIAL GROUP, INC. manages $144 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, THE BENDIX FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 216
Discretionary Accounts: 216
Regulatory Filings
CRD Number: 118999
Last Filing Date: 2024-03-26 00:00:00
Website: https://bendixfinancial.com