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., 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
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 1
Reed 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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