BEDINGHAUS FINANCIAL GROUP, INC
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
FINTRXOverview
Bedinghaus Financial Group, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to both individual and institutional clients. The firm emphasizes a personalized approach, offering educational seminars and workshops to enhance client understanding of financial matters. With a client base that includes both individuals and families, as well as institutional clients, the firm tailors its services to meet diverse financial needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents2%
Contacts
1 of 1PAUL BEDINGHAUS
PresidentCRD 1600690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEARWATER, FL
PINELLAS
Location
CLEARWATER, FL
Headquartered in CLEARWATER, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 2623 McCormick Dr
- Time zone
- ET (UTC-5)
- Office locations
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