Erickson Financial Group, LLC
Firm details
- Headquarters
- Allentown, Pennsylvania
- CRD number
- 299818
- Registered since
- April 9, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.35%
- Individuals16.98%
- Pension & Profit Sharing Plans1.63%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Erickson Financial Group, LLC is an independent registered investment adviser that registered with the SEC in 2021. The firm is organized as an LLC under individual ownership and focuses on serving individuals, families and small-business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are used depending on the engagement. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$250M in ETFs
58%
$145M
42%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $52M | 1,063,740 | 20.80% |
Location
Allentown, PA
Lehigh
Location
Allentown, PA
Headquartered in Allentown, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 1011 Brookside Rd
- Time zone
- ET (UTC-5)
- Office locations
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