← Back to searchVisit website
ERBEN ASSOCIATES, LLC
CRD 148703 · SEC 801-114578
300 BEARDSLEY LANE, BLDG. D, SUITE 200, AUSTIN, TX, 78746, United States
Phone
512-402-0250
Fax
512-402-0381
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$402.5M
Discretionary AUM
$402.5M
Team
10 total employees; 10 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Fixed fees; % OF ASSETS UNDER ADVISEMENT; SOLICITOR'S FEE
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisersCONSULTING; THIRD PARTY ADVISER SEARCH AND MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $20.1M |
| High net worth individuals | 52 | $104.6M |
| Corporations/business entities | 55 | $277.7M |
States served
AZ, CO, GA, PR, TX
All web addresses on file
Official SEC filing: View on IAPD