Overview
Assets Under Management: $511 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 220
Average Client Assets: $2 million
Frequently Asked Questions
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109766), ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES is subject to fiduciary duty under federal law.
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES is headquartered in PASADENA, CA.
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES serves 220 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES offers portfolio management for individuals. View all service details ↓
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES manages $511 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 344
Discretionary Accounts: 344
Regulatory Filings
CRD Number: 109766
Filing ID: 2050993
Last Filing Date: 2026-02-10 09:34:27