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Building 2ERBEN ASSOCIATES, LLC

Map pinAUSTIN, TX
Phone512-402-0250
NotebookSEC #801-114578
Total AUM
$402.5M
Employees
10
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 BEARDSLEY LANE, BLDG. D
SUITE 200
AUSTIN
TX 78746
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-402-0250

ReceiptFinancials

Total AUM
$402.5M
Accounts
957
Discretionary
$402.5M
Accounts
957
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$20.1M
HNW Individual Clients
52
AUM
$104.6M
Corporation or Business Clients
55
AUM
$277.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPension Consulting
Other Services
CONSULTING; THIRD PARTY ADVISER SEARCH AND MONITORING
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
% OF ASSETS UNDER ADVISEMENT; SOLICITOR'S FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOGAPRTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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