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THE BEDMINSTER GROUP
36 William Pope Dr Ste 201
Bluffton, South Carolina 29909
Tel: 843-705-5544
About THE BEDMINSTER GROUP
THE BEDMINSTER GROUP, formally registered with the SEC as THE BEDMINSTER GROUP. The firm was established in 11/03/2001. They have over 2 offices throughout the country.
THE BEDMINSTER GROUP is a Bluffton, South Carolina based Financial Planning firm with nearly $164,268,600 assets under management, offering retirement planning & investment advisory services to 644 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118794 |
| SEC# | 801-58083 |
| Assets Managed by Firm | $164,268,600 |
| No. of Clients | 644 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 644 | $164,268,600 |
| Individuals (other than high net worth individuals) | 153 | $17,961,920 |
| High net worth individuals | 61 | $145,312,664 |
| Charitable organizations | 1 | $994,016 |
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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 |
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