|
⚲
|
| Erickson Financial Group LLC
✚
| |
|---|---|
| CRD # | 299818 |
| SEC # | 801-120774 |
| CIK # | 0001490165, 0001797734 |
| AUM | $146.6 MM (2024-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 484-209-5270 |
| Address | 33 South 7th Street Allentown, PA 18101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.5 | |
| JNJ | 465,600.2 | 0.5 | |
| PG | 338,108.9 | 0.3 | |
| NVDA | 399,550.0 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 55.2 |
| (b) Individuals (high net worth individuals) | 57 | 89.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 716 | 146.6 |
| By Discretionary | ||
| Discretionary | 715 | 144.7 |
| Non-Discretionary | 1 | 2.0 |
| Total | 716 | 146.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.6 | |
| Total | 716 | 146.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001490165] | |
| 10-Q | [0001490165] | |
| 3 | [0001490165] | |
| 4 | [0001490165] | |
| 8-K | [0001490165] | |
| D | [0001490165] | |
| SC 13D | [0001490165] | |
| SC 13G | [0001490165] | |
| 13F-HR | [0001797734] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Johnson Glenn S | |
| Erickson Inc | |
| Madden Meredith Siegfried | |
| Scott Gary R. | |
| Lancelot David W | |
| Pierson Brian | |
| Lewis Robert M | |
| Roberts Jeffrey Glen | |
| Welch James L | |
| Splieth Glenn | |
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