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| Keyboard |
| The Bendix Financial Group Inc
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|
|---|---|
| CRD # | 118999 |
| SEC # | 801-80004 |
| CIK # | |
| AUM | 196.6 M (2026-03-26) |
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 51.7 |
| (b) Individuals (high net worth individuals) | 79 | 144.9 |
| (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 | 211 | 196.6 |
| By Discretionary | ||
| Discretionary | 211 | 196.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 196.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.6 | |
| Total | 211 | 196.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 211 |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
Concordia Wealth Management LLC
✚
|
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|
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|
Certified Planners Inc
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|
Kingdom Legacy Advisors Corporation
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|
Avant Financial Advisors LLC
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|
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NC | 196.1 M |
|
Bellingrath Wealth Management LLC
✚
|
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|
Hummer Financial Advisory Services Inc
✚
|
196.1 M | |
|
Frazier Financial Consultants LLC
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