LINDA P. ERICKSON, CFP, INC.
Legal name: ERICKSON ADVISORS
CRD #118620 SEC #801-68225 GREENSBORO, NC 336-274-9403
SEC Registered
Total AUM
$45.7M
Discretionary
$8.7M
Employees
1
Clients
11
Accounts
309
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $47.6M | $45.3M | $2.3M | 1 | 110 |
| Feb 2012 | $45.7M | $8.7M | $37.1M | 1 | 110 |
| Dec 2011 | $45.7M | $8.7M | $37.1M | 1 | 26 |
| May 2011 | $45.7M | $8.7M | $37.1M | 5 | -- |
| Apr 2011 | $45.7M | $8.7M | $37.1M | 5 | -- |
| Mar 2011 | $45.7M | $8.7M | $37.1M | 5 | -- |
| Sep 2007 | $40.9M | $0 | $40.9M | 5 | -- |
DateMar 2012
Total AUM$47.6M
Discretionary$45.3M
Non-Disc.$2.3M
Employees1
Clients110
DateFeb 2012
Total AUM$45.7M
Discretionary$8.7M
Non-Disc.$37.1M
Employees1
Clients110
DateDec 2011
Total AUM$45.7M
Discretionary$8.7M
Non-Disc.$37.1M
Employees1
Clients26
DateMay 2011
Total AUM$45.7M
Discretionary$8.7M
Non-Disc.$37.1M
Employees5
Clients--
DateApr 2011
Total AUM$45.7M
Discretionary$8.7M
Non-Disc.$37.1M
Employees5
Clients--
DateMar 2011
Total AUM$45.7M
Discretionary$8.7M
Non-Disc.$37.1M
Employees5
Clients--
DateSep 2007
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees5
Clients--