Robert L. Bender, Inc. Dba Robert Bender & Associates
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 109766
- Registered since
- December 1, 1978
- Website
- www.robertbender.com
- 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
FINTRXOverview
Robert L. Bender, Inc. Dba Robert Bender & Associates is an independent advisory corporation that serves individual and family clients with portfolio management for individuals and small businesses. The firm is registered with the SEC (initial registration year 1978) and charges fees as a percentage of assets under management. Its stated activity focuses on discretionary portfolio management rather than pension consulting or multi-state institutional work. The adviser does not identify as an active ESG investor.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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