Daniels & Erickson Financial Advisors, LLC
Daniels & Erickson Financial Advisors, LLC is an SEC-registered ria in Dallas, TX with $213.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Daniels & Erickson Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119687, SEC 801-67599, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $213.6M (2026-03-11)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 4
- Clients
- 65
- CRD
- 119687
- Ownership
- ERICKSON, JONATHAN, FREDERICK; NELSON, DAVID, LEE; DANIELS, CLAY, DONALD; PENDLETON, MICHAEL, CORBIN
How much AUM does Daniels & Erickson Financial Advisors, LLC have?
Daniels & Erickson Financial Advisors, LLC reported $213.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Daniels & Erickson Financial Advisors, LLC?
Disclosed owners and executives of Daniels & Erickson Financial Advisors, LLC include ERICKSON, JONATHAN, FREDERICK, NELSON, DAVID, LEE, DANIELS, CLAY, DONALD, PENDLETON, MICHAEL, CORBIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.