THE BENDIX FINANCIAL GROUP, INC.
CRD #118999 SEC #801-80004 GARDEN CITY, NY 516-228-8300
SEC Registered
Total AUM
$167.2M
Discretionary
$167.2M
Employees
4
Clients
101
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $167.2M | $167.2M | $0 | 4 | 212 |
| Mar 2024 | $143.7M | $143.7M | $0 | 4 | 216 |
| Nov 2023 | $115.3M | $115.3M | $0 | 4 | 204 |
| Mar 2023 | $115.3M | $115.3M | $0 | 4 | 204 |
| Mar 2022 | $140.3M | $140.3M | $0 | 4 | 195 |
| Mar 2021 | $118.8M | $117.8M | $1M | 5 | 179 |
| Jun 2020 | $97M | $97M | $0 | 5 | 158 |
| Mar 2020 | $97M | $97M | $0 | 5 | 158 |
| Mar 2019 | $75.4M | $75.4M | $0 | 5 | 158 |
| Mar 2018 | $67.6M | $67.6M | $0 | 5 | 227 |
| Mar 2017 | $53.7M | $53.7M | $0 | 5 | 200 |
| Mar 2016 | $40.2M | $40.2M | $0 | 5 | 200 |
| Mar 2015 | $41.3M | $41.3M | $0 | 5 | 200 |
| Jun 2014 | $38.6M | $38.6M | $0 | 5 | 200 |
DateMar 2025
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees4
Clients212
DateMar 2024
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees4
Clients216
DateNov 2023
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients204
DateMar 2023
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients204
DateMar 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients195
DateMar 2021
Total AUM$118.8M
Discretionary$117.8M
Non-Disc.$1M
Employees5
Clients179
DateJun 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients158
DateMar 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients158
DateMar 2019
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees5
Clients158
DateMar 2018
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees5
Clients227
DateMar 2017
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients200
DateJun 2014
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients200