Bedinghaus Financial Group, Inc
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 318378
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.53%
- Individuals11.02%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bedinghaus Financial Group, Inc. is an independent, individually owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships and charges fees based on a percentage of assets under management. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. It does not act as a capital allocator or pension consultant, and it lists an accounting affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Paul Bedinghaus
PresidentCRD 1600690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 2623 Mc Cormick Dr
- Time zone
- ET (UTC-5)
- Office locations
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