The Bendix Financial Group, Inc.

Overview

The Bendix Financial Group, Inc. is an independent registered investment adviser formed and SEC-registered in 2014 and owned by an individual principal. The firm concentrates on serving individuals, families and small-business clients with a mix of financial planning and discretionary portfolio management. Compensation methods are mixed: fee-based percentage of AUM is offered alongside hourly and fixed-fee arrangements, and the firm also transacts on a commission basis. The adviser does not position itself as a capital allocator or pension consultant and does not describe itself as an active ESG investor. It maintains an industry affiliation with accounting professionals and is structured to deliver traditional wealth management and planning services rather than multi-state or institutional advisory solutions.

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Public Holdings

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Location & Offices