Summary
Erben Associates
Founded in 1992
Description
Erben Associates is a family wealth advisory firm built on the values of family, trust, expertise, and solid planning.
Strengths
- Erben Associates has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Since Erben Associates was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Erben Associates's annual revenue
$3587000
Based on Kona Equity data
-
Revenue per employee
$448375
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$112093
-
Revenue growth rate from first known quarter to current
-9.9%
Employee Count
8 employees
-
Employee growth rate from first known quarter to current
-40.0%
Executives
Blake Johnson
Client Advisor
b**@erbenassociates.comPaul Elmendorf
Succession & Wealth Planner
p**@erbenassociates.comJack Collins
Manager, Client Services
j**@erbenassociates.comAudrey Doubek
Manager, Client Experience
a**@erbenassociates.comBrittany Worrell
Director, Operations
b**@erbenassociates.comKelly Scott
Director
k**@erbenassociates.comCarly Turner
Head of Marketing, Associates Advisor
c**@erbenassociates.comNoah Remmert
Investment& Planning Coordinator
n**@erbenassociates.comCasey Fox
Director, Financial Planning
c**@erbenassociates.comJames Erben
Exit Planning
j**@erbenassociates.comDanny Mcgovern
Director of Managed Assets
d**@erbenassociates.comThomas Brzezicki
Case Design Consultant
t**@erbenassociates.comMonica Flint
Office Coordinator
m**@erbenassociates.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Erben Associates
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 6114
See similar companies
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By City Austin Small Financial Planner in Austin Mid-size Financial Planner in Austin Professional training & coaching in Austin Small Professional training & coaching in Austin Mid-size Professional training & coaching in Austin
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By State TX Small companies in TX Professional training & coaching in TX Small Professional training & coaching in TX Mid-size Professional training & coaching in TX Small Financial Planner in TX Mid-size Financial Planner in TX
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By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Professional training & coaching and Financial Planner
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Firmographic data G Score of 5 Founded in 1992 SIC: 62 SIC: 628 NAICS: 523 NAICS: 6114 #Investment Banking #Finance
Frequently Asked Questions
Erben Associates's headquarters are located at 300 Beardsley Ln, Ste D-200 Austin, TX 78746.
Erben Associates's official website is erbenassociates.com
Erben Associates's annual revenue is $3.6 M.
Erben Associates's SIC: 62; 628
Erben Associates's NAICS: 523; 6114.
Erben Associates has 8 employees
Erben Associates is in the industry of Professional training & coaching.
