Overview
Assets Under Management: $144 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
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