RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, KERRY, DUANEIMANAGING PARTNERE Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control
ERICKSON, TIMOTHY, J.IPARTNER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Dec 16, 2025 REGISTERED

Notice Filings (3)

NJ PA TX

Address

1011 BROOKSIDE ROAD
SUITE 165
ALLENTOWN, PA 18106
United States
Phone: (484) 209-5270