CRD: 118999
THE Bendix Financial Group, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2014
- Office Locations
- 1
Office Locations
About THE Bendix Financial Group, Inc.
The Bendix Financial Group is a Metro NY wealth management firm providing comprehensive financial planning, tax, retirement, estate, and investment advisory services. It serves high net worth individuals, trusts, executives, retirees, business owners, and select public figures, with added focus on recently divorced or widowed women. Advisors are registered with Osaic Wealth, enabling access to a broad mix of investment and insurance solutions including ETFs, stocks, bonds, mutual funds, SMAs, and annuities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID BENDIX
President
- CRD
- #2081745
- Ownership
- 75% or more
DANIEL ECCLESTON
Chief Compliance Officer, Director of Financial Services
- CRD
- #3084004
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GARRY ANDREW EGRE
--
- CRD
- #4739018
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,644,826 | $931,966 |
| Non-Discretionary | $0 | -- |
| Total | $196,644,826 | $931,966 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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