David
Bendix

The Bendix Financial Group, Inc

CRD#2081745
Investment Advisor
in Garden City, NY

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About this Advisor

David Bendix is a financial advisor based in Garden City, New York, working with The Bendix Financial Group, Inc. David has previously held positions at Royal Alliance Associates, Inc and The Bendix Financial Group. David has passed the Series 63 regulatory exam and is registered to provide services in Florida and New York. Currently, David is part of The Bendix Financial Group, Inc, which operates out of Garden City, New York. The firm has 4 employees and manages assets totaling $143.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at The Bendix Financial Group, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

585 Stewart Ave., Suite 314
Garden City, NY 11530

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The Bendix Financial Group, Inc Brokerage Details

Total Assets Under Management

$143,735,154

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

216

NY Average: 3,892
Average Account Size

$665,441

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Bendix Work History

1991 - Present (33 years)

Royal Alliance Associates, Inc

1991 - Present (33 years)

The Bendix Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Bendix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Bendix Financial Group, Inc

Daniel Eccleston
Garden City, NY
Garry Egre
Garden City, NY
David Bendix
Garden City, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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