THE Bendix Financial Group, Inc.
SEC RegisteredRemember, time is your most valuable asset.
About the firm
The Bendix Financial Group, Inc. is a Wealth Management firm located in the Metro NY area. They provide comprehensive financial, tax, retirement, estate, and investment advisory services. Their principals and advisors are separately registered representatives of Osaic Wealth, Inc., one of the country's largest independent-registered Broker/Dealers and SIPC member.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial, tax, retirement, estate, and investment advisory services, including access to stocks, bonds, ETFs, mutual funds, real estate investment trusts, separately managed accounts, variable annuities, unit investment trusts, and money markets.
Who they serve
High net worth individuals, trusts, corporations, executives, professional athletes, actors, retirees, business owners, and recently divorced or widowed women.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 132 | $52M |
| High Net Worth Individuals | 79 | $145M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
211 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $249,999 | 2.50% |
| $250,000 - $499,999 | 2.25% |
| $500,000 - $749,999 | 2.00% |
| $750,001 - $1,246,999 | 1.75% |
| $1,250,000 - $1,999,999 | 1.50% |
| $2,000,001 - $4,999,999 | 1.25% |
| $5,000,001 - $24,999,999 | 1.25% |
| Over $25,000,000 | 1.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Bendix Financial Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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