ELLIKER FINANCIAL

ELLIKER FINANCIAL of MORGANTOWN, PA is an SEC-registered investment adviser (CRD 335437). Regulatory assets under management: $5.5M.

Registration

• CRD: 335437
• Type: Registered investment adviser
• Location: 3821 MAIN STREET, MORGANTOWN, PA, 19543
• Phone: 610-858-0285
• Latest filing: 2026-03-16
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search