ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $510.9M |
| Discretionary | $510.9M100% of AUM |
| Client Accounts | 344 |
| Avg Account Size | $1.5M |
| Employees | 5 |
| Peak AUM | $560.0MMar 2001 |
| AUM CAGR | -0.4% /yrover 25 yrs · 42 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $511M | +18.1% | +22.8% | +16.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $510.9M |
| Discretionary | $510.9M |
| Employees | 5 |
| Client Accounts | 344 |
| Client Range | 0 |
Contact & Location
Address
199 S. LOS ROBLES AVENUE
PASADENA CA 91101
Phone
626-397-9072
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$511M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported