Bedinghaus Financial Group, Inc

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$378K
Accounts
6
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 2%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Paul Bedinghaus

    Paul Bedinghaus

    PresidentCRD 1600690

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth