Erickson Financial Group, LLC
Erickson Financial Group, LLC is an SEC-registered mass-market adviser in Allentown, PA with $198.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Erickson Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299818, SEC 801-120774, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $198.9M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Allentown, PA
- Employees
- 6
- Clients
- 260
- CRD
- 299818
- Ownership
- ERICKSON, KERRY, DUANE; ERICKSON, TIMOTHY, J.
How much AUM does Erickson Financial Group, LLC have?
Erickson Financial Group, LLC reported $198.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Erickson Financial Group, LLC?
Disclosed owners and executives of Erickson Financial Group, LLC include ERICKSON, KERRY, DUANE, ERICKSON, TIMOTHY, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.