The Bendix Financial Group, Inc.

Overview

The Bendix Financial Group, Inc. is an independent registered investment adviser formed in 2014 and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base described as individual and family. Compensation is flexible: the firm charges asset-based fees as well as hourly and fixed fees, and also earns commissions in some capacities. It is not organized as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm lists an affiliation with an accountant, which suggests tax-aware planning is part of its service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives