Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > austin > ERBEN ASSOCIATES, LLC
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 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Austin, Texas