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Erben Associates, LLC

● SEC registered since 2019CRD 148703SEC# 801-114578Austin, TX
Export (members)
Reg. AUM
$335.3M
Employees
10
Accounts
122
Location
Austin, TX

Erben Associates, LLC assets under management

Erben Associates, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2019. It reports $335.3 million in regulatory assets under management and employs 10 people.

Erben Associates, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brittany Kathrine WorrellChief Compliance Officer & Client Services ManagerUnder 5%2017
James Beaton Erben ControlManaging MemberOver 75%2006

Frequently asked questions

How much does Erben Associates, LLC manage?

Erben Associates, LLC reports $335.3 million in regulatory assets under management on its Form ADV.

How many employees does Erben Associates, LLC have?

Erben Associates, LLC reports 10 employees.

Where is Erben Associates, LLC located?

Erben Associates, LLC is based in Austin, TX and has been SEC-registered since 2019.

Does Erben Associates, LLC disclose fund performance?

Erben Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
Phone512-402-0250
Fax512-402-0381
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$335.3M
Non-discretionary$0
Total (RAUM)$335.3M