B
CRD: 318378
Bedinghaus Financial Group, INC
Clearwater, FL, 33759
7274611133
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2022
- Office Locations
- 1
Office Locations
2623 Mccormick Drive, Suite 102 Clearwater FL
About Bedinghaus Financial Group, INC
Bedinghaus Financial Group, INC is a Clearwater-based RIA. The firm has been operating for 3 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
55 AVG AGE
$2.3M AVG AUM / ADVISOR
$378.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Owner & Executives
P
PAUL J BEDINGHAUS
Advisor, Chief Compliance Officer, President
- CRD
- #1600690
- Ownership
- 75% or more
(873) 506-7140
pioneer.frontier@capitalcapital.com
in linkedin.com/in/ember-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,267,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,267,919 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,267,919
Equity - Exchange:
31.0% Public Funds:
16.3% Cash:
52.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,462,707,601 | 31.0% |
| Public Funds | $1,294,907,545 | 16.3% |
| Cash | $4,186,602,922 | 52.7% |
| Total | $7,944,218,068 | 100.0% |