ERICKSON FINANCIAL GROUP, LLC
CRD #299818 SEC #801-120774 ALLENTOWN, PA (484) 209-5270
SEC Registered
Total AUM
$169.2M
Discretionary
$166.3M
Employees
6
Clients
0
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $169.2M | $166.3M | $2.9M | 6 | 0 |
| Jul 2025 | $169.2M | $166.3M | $2.9M | 4 | 0 |
| Feb 2025 | $169.2M | $166.3M | $2.9M | 4 | 0 |
| Mar 2024 | $146.6M | $144.7M | $2M | 4 | 0 |
| Aug 2023 | $113.9M | $112.5M | $1.4M | 4 | 0 |
| Mar 2023 | $113.9M | $112.5M | $1.4M | 4 | 0 |
| Apr 2022 | $135.9M | $134.3M | $1.6M | 4 | 0 |
| Apr 2022 | $135.9M | $134.3M | $1.6M | 4 | 0 |
| Mar 2022 | $135.9M | $134.3M | $1.6M | 4 | 0 |
| Mar 2021 | $115.3M | $114M | $1.3M | 4 | 0 |
DateDec 2025
Total AUM$169.2M
Discretionary$166.3M
Non-Disc.$2.9M
Employees6
Clients0
DateJul 2025
Total AUM$169.2M
Discretionary$166.3M
Non-Disc.$2.9M
Employees4
Clients0
DateFeb 2025
Total AUM$169.2M
Discretionary$166.3M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2024
Total AUM$146.6M
Discretionary$144.7M
Non-Disc.$2M
Employees4
Clients0
DateAug 2023
Total AUM$113.9M
Discretionary$112.5M
Non-Disc.$1.4M
Employees4
Clients0
DateMar 2023
Total AUM$113.9M
Discretionary$112.5M
Non-Disc.$1.4M
Employees4
Clients0
DateApr 2022
Total AUM$135.9M
Discretionary$134.3M
Non-Disc.$1.6M
Employees4
Clients0
DateApr 2022
Total AUM$135.9M
Discretionary$134.3M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2022
Total AUM$135.9M
Discretionary$134.3M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2021
Total AUM$115.3M
Discretionary$114M
Non-Disc.$1.3M
Employees4
Clients0