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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Erben Associates LLC
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| CRD # | 148703 |
| SEC # | 801-114578 |
| CIK # | |
| AUM | $335.3 M (2025-07-07) |
| Employees | 10 (40% Investors, 50% Brokers) |
| Phone | 512-402-0250 |
| Address | 300 Beardsley Lane, Bldg D Austin, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 16.8 |
| (b) Individuals (high net worth individuals) | 50 | 87.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 51 | 231.4 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 335.3 |
| By Discretionary | ||
| Discretionary | 122 | 335.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 335.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.3 | |
| Total | 122 | 335.3 |
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|---|---|---|
|
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✚
|
NH | 0.3 |
|
Blossom Wealth Management LLC
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0.3 | |
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MA | 0.3 |
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U S Boston Capital Corporation
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MA | 0.3 |
|
Moirai Wealth Management LLC
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|
0.3 | |
|
Skyline Advisors Inc
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|
WA | 0.3 |
|
Mann Financial Services Inc
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|
MN | 0.3 |
|
Hidden Cove Wealth Management LLC
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|
WA | 0.3 |
|
Dravo Bay LLC
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|
DE | 0.3 |
|
Heritage Financial LLC
✚
|
VA | 0.3 |