The Bendix Financial Group, Inc.
● SEC registered since 2014CRD 118999SEC# 801-80004Garden City, NY
Reg. AUM
$196.6M
Employees
4
Accounts
211
Location
Garden City, NY
The Bendix Financial Group, Inc. assets under management
The Bendix Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Garden City, NY. The firm has been registered since 2014. It reports $196.6 million in regulatory assets under management and employs 4 people.
The Bendix Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Eccleston | Chief Compliance Officer | Under 5% | 2001 |
| David Bendix Control | President | Over 75% | 1999 |
Frequently asked questions
How much does The Bendix Financial Group, Inc. manage?
The Bendix Financial Group, Inc. reports $196.6 million in regulatory assets under management on its Form ADV.
How many employees does The Bendix Financial Group, Inc. have?
The Bendix Financial Group, Inc. reports 4 employees.
Where is The Bendix Financial Group, Inc. located?
The Bendix Financial Group, Inc. is based in Garden City, NY and has been SEC-registered since 2014.
Does The Bendix Financial Group, Inc. disclose fund performance?
The Bendix Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 585 Stewart Ave., Suite 314, Garden City, NY 11530 |
| Phone | 516-228-8300 |
| Fax | 516-228-8302 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$196.6Mregulatory AUM
Discretionary $196.6M