# ERICKSON FINANCIAL GROUP, LLC

ERICKSON FINANCIAL GROUP, LLC of ALLENTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 299818
- Type: SEC-registered investment adviser
- SEC file number: 801-120774
- Location: 1011 BROOKSIDE ROAD, SUITE 165, ALLENTOWN, PA, 18106
- Phone: (484) 209-5270
- Latest filing: 2026-02-26
- Regulatory AUM: $198.9M
- Discretionary AUM: $194.2M
- Non-discretionary AUM: $4.6M
- Clients: 6
- Accounts: 797

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Timothy J Erickson | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Kerry Duane Erickson | MANAGING PARTNER | — |
| ERICKSON TIMOTHY J | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ERICKSON KERRY DUANE | MANAGING PARTNER | — |
| Timothy J. Erickson | PARTNER AND CHIEF COMPLIANCE OFFICER | ALLENTOWN, PA |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299818/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299818/similar
- Related entities: https://search.stillhousedata.com/firm/299818/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299818

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.