|
⚲
|
| Robert L Bender Inc DBA Robert Bender & Associates
✚
| |
|---|---|
| CRD # | 109766 |
| SEC # | 801-14216 |
| CIK # | |
| AUM | $409.7 MM (2024-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 626-397-9072 |
| Address | 199 S Los Robles Avenue Pasadena, CA 91101 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 403.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 3 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 351 | 409.7 |
| By Discretionary | ||
| Discretionary | 351 | 409.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 351 | 409.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.7 | |
| Total | 351 | 409.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conifer Investments Ltd
✚
|
CT | 0.4 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.4 |
|
Soundmark Wealth Management LLC
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|
WA | 0.4 |
|
Melia Wealth LLC
✚
|
OK | 0.4 |
|
Stokes Capital Advisors LLC
✚
|
SC | 0.4 |
|
Wellington Shields & Co LLC
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|
NY | 0.4 |
|
Chico Wealth RIA Inc
✚
|
CA | 0.4 |
|
Quantitative Process LLC
✚
|
NC | 0.4 |
|
Libra Wealth LLC
✚
|
CA | 0.4 |
|
HFG Wealth Management LLC
✚
|
TX | 0.4 |