ALLENTOWN, PACRD 299818Latest ADV February 26, 2026
Erickson Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Allentown, PA. Its latest Form ADV filing, dated February 26, 2026, reports $199M in regulatory assets under management, 6 employees, and 797 accounts.
Assets Under Management
$199M
Employees
6
Offices
--
Total Clients
260
Primary office
ALLENTOWN, PA
1011 BROOKSIDE ROAD, SUITE 165, ALLENTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.8% of total clients.
Top client categories% of clientsClients
1
Individuals
65.8%
171
2
HNWI
34.2%
89
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 26, 2026
Discretionary97.7%
$194M
98% of total RAUM97.7%
Non-discretionary2.3%
$5M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$199M
Total Accounts797
10Y AUM Change+$84M (+72.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee43:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.