THE BENDIX FINANCIAL GROUP, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	216	$143.7M
Non-Discretionary	0	$0
Total	216	$143.7M

Clients

Type	Number	RAUM
Individuals	163	$39.6M
HNW Individuals	53	$104.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	216
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed feesCommissions

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	18.3M
Both for Same	0

Portfolio Manager to Program	Sponsor
ADVISOR MANAGED PORTFOLIOS	VISION2020 WEALTH MANAGEMENT CORP.

Identifiers

SEC RIA File Number	801-80004
SEC ERA File Number	801-80004
SEC CIK Numbers	None
SEC CRD Numbers	118999
Legal Entity Identifier	None

Principal Office

585 STEWART AVE., SUITE 314
GARDEN CITY
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic