Erickson Financial Solutions, LLC
RIAState Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$300K
Accounts
15
Employees
1
Advisory reps
1
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Lighthouse Wealth Management, LLC
RIABronx, NY
AUM $4.5MTEAM 1REPS 1
Mills Financial Services LLC
RIAAUM $4.5MTEAM 1REPS 1
Thrive Financial Management
RIAAUM $4.5MTEAM 1REPS 5
Reviresco Wealth Advisory LLC
RIAAUM $4.5MTEAM 1REPS 1
Marketocracy Masters Capital Management LLC
RIANorthville, MI
AUM $4.5MTEAM 7REPS 9
Elite Asset Management, LLC
RIAAUM $4.5MTEAM 1REPS 1