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ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

PASADENA, CA · CRD 109766 · IAPD ↗ · robertbender.com · 626-397-9072

$510.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES crossed $500M in regulatory AUM ($432.6M -> $510.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
April 2024 — ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES reported RAUM up 46% ($280.7M -> $409.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.