Paul Teneyck Elmendorf

Erben Associates, LLC

7 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingHigh Net Worth

Erben Associates, LLC

Compensation

Fixed/Hourly

Firm Size

7 advisors

Number of Clients

122 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$335.3M

Fee Structure

Location

300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Erben Associates, LLC

July 2023 - Present · 2 yrs 7 mos

M Holdings Securities, INC.Broker

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

M Holdings Securities, INC.

January 2019 - October 2023 · 4 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.