ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
SEC RegisteredGrowth Stock Investing
About the firm
Robert Bender & Associates was formed in California, in 1972, to provide investment management services for high net worth individuals and small institutions. The firm specializes in the management of equity and balanced asset portfolios for capital appreciation in the domestic and international markets. The firm is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including equity and balanced asset portfolio management for capital appreciation in domestic and international markets; growth stock strategy seeking exceptional companies growing faster than their peers
Who they serve
High net worth individuals and small institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 121 | $38M |
| High Net Worth Individuals | 220 | $466M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | — |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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