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 a small, SEC‑registered corporate RIA that has been active since 1978. The firm is owned by an individual and serves primarily individual and family clients, along with small business relationships. Its advisory work centers on portfolio management for individuals and small businesses and it charges fees based on a percentage of assets under management. The firm does not identify as an ESG investor, is not positioned as a pension consultant, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3JAMES PATRICK
Chief Marketing OfficerCRD 6184454
ROBERT BENDER
President and Chief Investment OfficerCRD 4372711
CATHERINE EMMETT
Chief Compliance OfficerCRD 5029492
Contacts
1 of 1REED BENDER
Lead Portfolio Manager and Director of ResearchCRD 4650588
Wealth 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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