Robert L. Bender, Inc. Dba Robert Bender & Associates

RIASEC RegisteredEst. 1978
Total AUM
$511M
Discretionary
$511M
100% of AUM
Avg account
$1.5M
Accounts
344
Employees
5
Advisory reps
4

Firm details

Headquarters
Pasadena, California
CRD number
109766
Registered since
December 1, 1978
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.22%
  • Individuals7.37%
  • Charitable Organizations1.41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Robert L. Bender, Inc., doing business as Robert Bender & Associates, is an independent, owner-operated registered investment adviser that has been on the books since the late 1970s. The firm provides fee-based portfolio management primarily to individual and family clients, with services extending to small businesses. Its compensation model is a percentage-of-assets-under-management arrangement and it operates as a discretionary adviser. The firm does not identify as an active ESG investor, does not act as a pension consultant, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • James Patrick

    Chief Marketing OfficerCRD 6184454

  • Robert Bender

    Robert Bender

    President and Chief Investment OfficerCRD 4372711

  • Catherine Emmett

    Chief Compliance OfficerCRD 5029492

Contacts

1 of 1
  • Reed Bender

    Reed Bender

    Lead Portfolio Manager and Director of ResearchCRD 4650588

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
199 S Los Robles Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth