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The Bendix Financial Group, Inc.
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The Bendix Financial Group, Inc. Share
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Garden City, New York
$97.0 million AUM
1 office

The Bendix Financial Group, Inc. is based in Garden City, New York and has $97.0 million in assets under management.

Location
585 Stewart Ave., Suite 314
Garden City, NY 11530
$97.0 million
AUM
5
Employees
AUM Share
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$97,003,160
Assets under management
158 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 120 $33,948,019 35% $282,900
High net worth individuals 37 $61,266,670 63% $1,655,856
Pension and profit sharing plans 1 $1,788,471 2% $1,788,471
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$97,003,160
Assets under management
$19,400,632
AUM per employee
$32,334,387
AUM per investment analyst
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Compensation

The Bendix Financial Group, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

The Bendix Financial Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 118,999
SEC number 801-80004
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date March 31, 2020

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