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ERICKSON FINANCIAL GROUP, LLC
CRD 299818 · SEC 801-120774
1011 BROOKSIDE ROAD, SUITE 165, ALLENTOWN, PA, 18106, United States
Phone
(484) 209-5270
Fax
(484) 450-8712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$198.9M
Discretionary AUM
$194.2M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $33.8M |
| High net worth individuals | 89 | $161.8M |
States served
NJ, PA, TX
All web addresses on file
Official SEC filing: View on IAPD