ERBEN ASSOCIATES, LLC

300 Beardsley Lane, Bldg. D
Suite 200
Austin, Texas 78746
Tel: 512-402-0250

About ERBEN ASSOCIATES, LLC

ERBEN ASSOCIATES, LLC, formally registered with the SEC as ERBEN ASSOCIATES, LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.

ERBEN ASSOCIATES, LLC is a Austin, Texas based Financial Planning firm with nearly $297,085,707 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148703
SEC#	801-114578
Assets Managed by Firm	$297,085,707
No. of Clients	715
No. of Advisors	10

Fee Structure

Fixed fees
Other (% OF ASSETS UNDER ADVISEMENT; SOLICITOR'S FEE)

Advisory Services Provided

Financial planning services
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING; THIRD PARTY ADVISER SEARCH AND MONITORING)

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$297,085,707
Individuals (other than high net worth individuals)	18	$14,854,285
High net worth individuals	44	$77,242,284
Corporations or other businesses	45	$204,989,138

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