ERICKSON FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 115523
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.56%
- HNWI44.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Erickson Financial Solutions, LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual, which allows for a more personalized approach to client relationships. While the firm does not actively engage in ESG investing, it emphasizes a tailored investment strategy that aligns with the specific needs and goals of its clients.
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 Equities80%
- Cash & Cash Equivalents10%
- Other10%
Contacts
1 of 1STEVEN ERICKSON
PresidentCRD 2530121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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