James
Erben
Erben Associates, LLC
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About this Advisor
James Erben is a financial advisor who works out of Austin, Texas who has 12 years of relevant experience. Erben is an employee of Erben Associates, LLC. Their career trajectory has included roles at Erben Associates, LLC and M Holdings Securities, Inc. Erben has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Erben Associates, LLC is an advisory business operating out of Austin, TX. It controls $244 million in assets across its 687 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 687 accounts, 41% are associated with high-net-worth individuals who have more than $1 million in investable assets. Erben Associates, LLC performs a broad set of services, including financial planning services, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on the type of financial services. Fee types charged by Erben Associates, LLC may include fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Erben Associates, LLC Brokerage Details
$243,911,910
10
687
$355,039
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Selection of other advisers
- Other
James Erben Work History
James has been registered as a financial advisor for 12 years.*
M Holdings Securities, Inc
Erben Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Erben to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Erben Associates, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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