PPrivate Fund Data Log in Join · $37/mo

Erickson Financial Group, LLC

● SEC registered since 2021CRD 299818SEC# 801-120774Allentown, PA
Export (members)
Reg. AUM
$169.2M
Employees
4
Accounts
728
Location
Allentown, PA

Erickson Financial Group, LLC assets under management

Erickson Financial Group, LLC operates as an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2021. It reports $169.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/erickson-financial-groupView on SEC.gov ↗

Erickson Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kerry Duane Erickson ControlManaging PartnerOver 75%2019
Timothy J. Erickson ControlPartner And Chief Compliance Officer25-50%2019

Frequently asked questions

How much does Erickson Financial Group, LLC manage?

Erickson Financial Group, LLC reports $169.2 million in regulatory assets under management on its Form ADV.

How many employees does Erickson Financial Group, LLC have?

Erickson Financial Group, LLC reports 4 employees.

Where is Erickson Financial Group, LLC located?

Erickson Financial Group, LLC is based in Allentown, PA and has been SEC-registered since 2021.

Does Erickson Financial Group, LLC disclose fund performance?

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

Contact & registration

Address1011 Brookside Road, Suite 165, Allentown, PA 18106
Phone(484) 209-5270
Fax(484) 450-8712
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1797734
Discloses disciplinary historyNo

Assets under management

Discretionary$166.3M
Non-discretionary$2.9M
Total (RAUM)$169.2M