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| Robert L Bender Inc DBA Robert Bender & Associates
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|---|---|
| CRD # | 109766 |
| SEC # | 801-14216 |
| CIK # | |
| AUM | $280.7 MM (2023-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 626-397-9072 |
| Address | 199 S Los Robles Avenue Pasadena, CA 91101 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 279.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 280.7 |
| By Discretionary | ||
| Discretionary | 348 | 280.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 348 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 348 | 280.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Weybosset Research & Management LLC
✚
|
RI | 0.3 |
|
Clark Asset Management LLC
✚
|
NH | 0.3 |
|
DS Investment Advisors
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|
MI | 0.3 |
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.3 |
|
IFC Personal Money Managers Inc
✚
|
NY | 0.3 |
|
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |
|
Dougherty & Associates Financial Advisors Inc
✚
|
MN | 0.3 |
|
Steginsky Capital LLC
✚
|
NY | 0.3 |