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THE BENDIX FINANCIAL GROUP, INC.

CRD 118999 · SEC 801-80004

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585 STEWART AVE., SUITE 314, GARDEN CITY, NY, 11530, United States

Phone

516-228-8300

Fax

516-228-8302

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$196.6M

Discretionary AUM

$196.6M

Team

4 total employees; 3 advisory reps; 211 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals132$51.7M
High net worth individuals79$144.9M

States served

CA, NY, UT, FL

All web addresses on file

Official SEC filing: View on IAPD