|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Erickson Financial Group LLC
✚
|
|
|---|---|
| CRD # | 299818 |
| SEC # | 801-120774 |
| CIK # | 0001797734, 0001490165 |
| AUM | $169.2 M (2025-07-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 484-209-5270 |
| Address | 1011 Brookside Road Allentown, PA 18106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 0.5 | ||
| Apple Inc | 0.5 | ||
| Nvidia Corp | 0.3 | ||
| Procter & Gamble Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 55.8 |
| (b) Individuals (high net worth individuals) | 58 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 728 | 169.2 |
| By Discretionary | ||
| Discretionary | 725 | 166.3 |
| Non-Discretionary | 3 | 2.9 |
| Total | 728 | 169.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.2 | |
| Total | 728 | 169.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001490165] | |
| 10-Q | [0001490165] | |
| 3 | [0001490165] | |
| 4 | [0001490165] | |
| 8-K | [0001490165] | |
| D | [0001490165] | |
| SC 13D | [0001490165] | |
| SC 13G | [0001490165] | |
| 13F-HR | [0001797734] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Erickson Inc | |
| Johnson Glenn S | |
| Madden Meredith Siegfried | |
| Scott Gary R. | |
| Lancelot David W | |
| Pierson Brian | |
| Lewis Robert M | |
| Roberts Jeffrey Glen | |
| Welch James L | |
| Splieth Glenn | |
| View All | |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Investment Management Corporation
✚
|
VA | 0.2 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.2 |
|
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 | |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 |