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ERICKSON FINANCIAL GROUP, LLC
33 South 7th Street
Suite 300
Allentown, Pennsylvania 18101
Tel: (484) 209-5270
About ERICKSON FINANCIAL GROUP, LLC
ERICKSON FINANCIAL GROUP, LLC, formally registered with the SEC as ERICKSON FINANCIAL GROUP, LLC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.
ERICKSON FINANCIAL GROUP, LLC is a Allentown, Pennsylvania based Financial Planning firm with nearly $169,212,484 assets under management, offering retirement planning & investment advisory services to 728 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299818 |
| SEC# | 801-120774 |
| Assets Managed by Firm | $169,212,484 |
| No. of Clients | 728 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 728 | $169,212,484 |
| Individuals (other than high net worth individuals) | 180 | $55,826,617 |
| High net worth individuals | 58 | $110,732,348 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,653,519 |
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