|
⚲
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| The Bendix Financial Group Inc
✚
| |
|---|---|
| CRD # | 118999 |
| SEC # | 801-80004 |
| CIK # | |
| AUM | $143.7 MM (2024-03-26) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 516-228-8300 |
| Address | 585 Stewart Ave, Suite 314 Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 39.6 |
| (b) Individuals (high net worth individuals) | 53 | 104.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 143.7 |
| By Discretionary | ||
| Discretionary | 216 | 143.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 216 | 143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.7 | |
| Total | 216 | 143.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pathworks Financial Inc
✚
|
MI | 0.1 |
|
Retirement Advisors Inc
✚
|
AL | 0.1 |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.1 |
|
Wheat Givens Financial LLC
✚
|
TX | 0.1 |
|
Sippican Capital Advisors LLC
✚
|
MA | 0.1 |
|
Frank Financial Services
✚
|
CA | 0.1 |
|
Renaud & Company LLC
✚
|
MO | 0.1 |
|
Olson Investment Advisors LLC
✚
|
WA | 0.1 |
|
AXOS Invest Inc
✚
|
NV | 0.1 |
|
Global Wealth Strategies LLC
✚
|
CA | 0.1 |