Erickson Financial Group, LLC
● SEC registered since 2021CRD 299818SEC# 801-120774Allentown, PA
Reg. AUM
$198.9M
Employees
6
Accounts
797
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 $198.9 million in regulatory assets under management and employs 6 people.
Erickson Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kerry Duane Erickson Control | Managing Partner | Over 75% | 2019 |
| Timothy J. Erickson Control | Partner And Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Erickson Financial Group, LLC manage?
Erickson Financial Group, LLC reports $198.9 million in regulatory assets under management on its Form ADV.
How many employees does Erickson Financial Group, LLC have?
Erickson Financial Group, LLC reports 6 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
| Address | 1011 Brookside Road, Suite 165, Allentown, PA 18106 |
| Phone | (484) 209-5270 |
| Fax | (484) 450-8712 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1797734 |
| Discloses disciplinary history | No |
Regulatory AUM
$198.9M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$198.9Mregulatory AUM
Discretionary $194.2MNon-discretionary $4.6M