LP Profile

Erickson Financial Group

Also known as erickson financial

Wealth ManagerAllentown, United StatesFounded 2013
Allentown
Headquarters
Investment Focus

About Erickson Financial Group

Erickson Financial Group LLC is a Registered Investment Adviser that provides investment management and financial planning services

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Erickson Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$198.9M
Total Clients
797
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Erickson Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Erickson Financial Group?

Erickson Financial Group is a wealth manager based in Allentown, United States.

Where is Erickson Financial Group headquartered?

Erickson Financial Group is headquartered in Allentown, United States.

When was Erickson Financial Group founded?

Erickson Financial Group was founded in 2013.

How can I contact Erickson Financial Group?

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