GARDEN CITY, NYCRD 118999Latest ADV March 26, 2026
The Bendix Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Garden City, NY. Its latest Form ADV filing, dated March 26, 2026, reports $197M in regulatory assets under management, 4 employees, and 211 accounts.
Assets Under Management
$197M
Employees
4
Offices
--
Total Clients
211
Primary office
GARDEN CITY, NY
585 STEWART AVE., SUITE 314, GARDEN CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
132
2
HNWI
37.4%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 26, 2026
Discretionary100.0%
$197M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$197M
Total Accounts211
10Y AUM Change+$143M (+266.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee53:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.