Active
ERICKSON FINANCIAL GROUP, LLC
Investment Advice|ALLENTOWN, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$169.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 166.3M |
| Non-Discretionary | 2.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 299818 |
| SEC Number | 801-120774 |
| Street Address | 33 SOUTH 7TH STREET |
| Street Address 2 | SUITE 300 |
| Location | ALLENTOWN, PA 18101 |
| Country | United States |
| Phone | (484) 209-5270 |
| Fax | (484) 450-8712 |
| Total Employees | 4 |
Client Count by Type (238 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 180 |
| High Net Worth Individual… | 58 |
Community Partners
BOROUGH OF ALBURTIS
BOROUGH OF CATASAUQUA
BOROUGH OF COOPERSBURG
BOROUGH OF COPLAY
BOROUGH OF EMMAUS
BOROUGH OF FOUNTAIN HILL
BOROUGH OF MACUNGIE
BOROUGH OF SLATINGTON
CITY OF ALLENTOWN
COUNTY OF LEHIGH
LOWHILL TOWNSHIP
STAR HOSE CO NO 1
TOWNSHIP OF HANOVER
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF LOWER MACUNGIE
TOWNSHIP OF LOWER MILFORD
TOWNSHIP OF LOWHILL
TOWNSHIP OF LYNN
TOWNSHIP OF NORTH WHITEHALL
TOWNSHIP OF SALISBURY
BOROUGH OF ALBURTIS
BOROUGH OF CATASAUQUA
BOROUGH OF COOPERSBURG
BOROUGH OF COPLAY
BOROUGH OF EMMAUS
BOROUGH OF FOUNTAIN HILL
BOROUGH OF MACUNGIE
BOROUGH OF SLATINGTON
CITY OF ALLENTOWN
COUNTY OF LEHIGH
LOWHILL TOWNSHIP
STAR HOSE CO NO 1
TOWNSHIP OF HANOVER
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF LOWER MACUNGIE
TOWNSHIP OF LOWER MILFORD
TOWNSHIP OF LOWHILL
TOWNSHIP OF LYNN
TOWNSHIP OF NORTH WHITEHALL
TOWNSHIP OF SALISBURY
BOROUGH OF ALBURTIS
BOROUGH OF CATASAUQUA
BOROUGH OF COOPERSBURG
BOROUGH OF COPLAY
BOROUGH OF EMMAUS
BOROUGH OF FOUNTAIN HILL
BOROUGH OF MACUNGIE
BOROUGH OF SLATINGTON
CITY OF ALLENTOWN
COUNTY OF LEHIGH
LOWHILL TOWNSHIP
STAR HOSE CO NO 1
TOWNSHIP OF HANOVER
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF LOWER MACUNGIE
TOWNSHIP OF LOWER MILFORD
TOWNSHIP OF LOWHILL
TOWNSHIP OF LYNN
TOWNSHIP OF NORTH WHITEHALL
TOWNSHIP OF SALISBURY
Municipal Government
28 Active
28
Organizations
ALLENTOWN AREA HOSPITAL AUTHORITY
ALLENTOWN CITY HOUSING AUTHORITY
ALLENTOWN COMMERCIAL AND INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN COMMERCIAL & INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN NEIGHBORHOOD IMPROVEMENT ZONE DEVELOPMENT AUTHORITY
ALLENTOWN PARKING AUTHORITY
CATASAUQUA BOROUGH AUTHORITY
COOPERSBURG BOROUGH MUNICIPAL (WATER AND SEWER) AUTHORITY
COPLAY-WHITEHALL SEWER AUTHORITY
EMMAUS GENERAL AUTHORITY
FOUNTAIN HILL STORMWATER AUTHORITY
LEHIGH AND NORTHAMPTON TRANSPORTATION AUTHORITY
LEHIGH COUNTY GENERAL PURPOSE AUTHORITY
LEHIGH COUNTY HOUSING AUTHORITY
LEHIGH COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
LEHIGH COUNTY (WATER AND SEWER) AUTHORITY
LEHIGH NORTHAMPTON AIRPORT AUTHORITY
LEHIGH VALLEY PLANNING COMMISSION
MACUNGIE BOROUGH (WATER) AUTHORITY
NORTHERN LEHIGH RECREATION AUTHORITY
ALLENTOWN AREA HOSPITAL AUTHORITY
ALLENTOWN CITY HOUSING AUTHORITY
ALLENTOWN COMMERCIAL AND INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN COMMERCIAL & INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN NEIGHBORHOOD IMPROVEMENT ZONE DEVELOPMENT AUTHORITY
ALLENTOWN PARKING AUTHORITY
CATASAUQUA BOROUGH AUTHORITY
COOPERSBURG BOROUGH MUNICIPAL (WATER AND SEWER) AUTHORITY
COPLAY-WHITEHALL SEWER AUTHORITY
EMMAUS GENERAL AUTHORITY
FOUNTAIN HILL STORMWATER AUTHORITY
LEHIGH AND NORTHAMPTON TRANSPORTATION AUTHORITY
LEHIGH COUNTY GENERAL PURPOSE AUTHORITY
LEHIGH COUNTY HOUSING AUTHORITY
LEHIGH COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
LEHIGH COUNTY (WATER AND SEWER) AUTHORITY
LEHIGH NORTHAMPTON AIRPORT AUTHORITY
LEHIGH VALLEY PLANNING COMMISSION
MACUNGIE BOROUGH (WATER) AUTHORITY
NORTHERN LEHIGH RECREATION AUTHORITY
ALLENTOWN AREA HOSPITAL AUTHORITY
ALLENTOWN CITY HOUSING AUTHORITY
ALLENTOWN COMMERCIAL AND INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN COMMERCIAL & INDUSTRIAL DEVELOPMENT AUTHORITY
ALLENTOWN NEIGHBORHOOD IMPROVEMENT ZONE DEVELOPMENT AUTHORITY
ALLENTOWN PARKING AUTHORITY
CATASAUQUA BOROUGH AUTHORITY
COOPERSBURG BOROUGH MUNICIPAL (WATER AND SEWER) AUTHORITY
COPLAY-WHITEHALL SEWER AUTHORITY
EMMAUS GENERAL AUTHORITY
FOUNTAIN HILL STORMWATER AUTHORITY
LEHIGH AND NORTHAMPTON TRANSPORTATION AUTHORITY
LEHIGH COUNTY GENERAL PURPOSE AUTHORITY
LEHIGH COUNTY HOUSING AUTHORITY
LEHIGH COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
LEHIGH COUNTY (WATER AND SEWER) AUTHORITY
LEHIGH NORTHAMPTON AIRPORT AUTHORITY
LEHIGH VALLEY PLANNING COMMISSION
MACUNGIE BOROUGH (WATER) AUTHORITY
NORTHERN LEHIGH RECREATION AUTHORITY
Special District
28 Active
28
Organizations
ALLENTOWN CITY SCH DIST
CARBON LEHIGH INTERMEDIATE UNIT #21
CATASAUQUA SCH DIST
EAST PENN SCH DIST
LEHIGH CARBON COMM COLLEGE
NORTHERN LEHIGH SCHOOL DISTRICT
NORTH WESTERN LEHIGH SCHOOL DIST
PARKLAND SCH DIST
REALM OF GLORY HOME CARE
SALISBURY TWP SCH DIST
SOUTHERN LEHIGH SCH DIST
WHITEHALL COPLAY SCH DIST
ALLENTOWN CITY SCH DIST
CARBON LEHIGH INTERMEDIATE UNIT #21
CATASAUQUA SCH DIST
EAST PENN SCH DIST
LEHIGH CARBON COMM COLLEGE
NORTHERN LEHIGH SCHOOL DISTRICT
NORTH WESTERN LEHIGH SCHOOL DIST
PARKLAND SCH DIST
REALM OF GLORY HOME CARE
SALISBURY TWP SCH DIST
SOUTHERN LEHIGH SCH DIST
WHITEHALL COPLAY SCH DIST
ALLENTOWN CITY SCH DIST
CARBON LEHIGH INTERMEDIATE UNIT #21
CATASAUQUA SCH DIST
EAST PENN SCH DIST
LEHIGH CARBON COMM COLLEGE
NORTHERN LEHIGH SCHOOL DISTRICT
NORTH WESTERN LEHIGH SCHOOL DIST
PARKLAND SCH DIST
REALM OF GLORY HOME CARE
SALISBURY TWP SCH DIST
SOUTHERN LEHIGH SCH DIST
WHITEHALL COPLAY SCH DIST
School District
12 Active
12
Organizations
252 UNDERGROUND INC
2ND STORY BLUES ALLIANCE
3191 FRIEDENSVILLE BOY SCOUT TROOP
397 BOMB GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
535 HOKENDAUQUA CHAPTER OF TROUT UNLIMITED
700 BUILDING TENNANT COUNCIL
252 UNDERGROUND INC
2ND STORY BLUES ALLIANCE
3191 FRIEDENSVILLE BOY SCOUT TROOP
397 BOMB GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
535 HOKENDAUQUA CHAPTER OF TROUT UNLIMITED
700 BUILDING TENNANT COUNCIL
252 UNDERGROUND INC
2ND STORY BLUES ALLIANCE
3191 FRIEDENSVILLE BOY SCOUT TROOP
397 BOMB GROUP ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
535 HOKENDAUQUA CHAPTER OF TROUT UNLIMITED
700 BUILDING TENNANT COUNCIL
Nonprofit Organization
1703 Active
1703
Organizations
Community Partners118 organizations
BOROUGH OF CATASAUQUA
Municipal Government·CATASAUQUA
BOROUGH OF COPLAY
Municipal Government·COPLAY
BOROUGH OF FOUNTAIN HILL
Municipal Government·FOUNTAIN HILL
COUNTY OF LEHIGH
Municipal Government·ALLENTOWN
LOWHILL TOWNSHIP
Municipal Government·NEW TRIPOLI
STAR HOSE CO NO 1
Municipal Government·SLATINGTON
TOWNSHIP OF LOWER MILFORD
Municipal Government·COOPERSBURG
UPPER SAUCON VFD #1
Municipal Government·CENTER VALLEY
WESTMINSTER HOMES OF THE LEHIGH VALLEY
Municipal Government·ALLENTOWN
ALLENTOWN AREA HOSPITAL AUTHORITY
Special District·CENTER VALLEY
ALLENTOWN CITY HOUSING AUTHORITY
Special District·ALLENTOWN
ALLENTOWN COMMERCIAL AND INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·ALLENTOWN
ALLENTOWN COMMERCIAL & INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·ALLENTOWN
ALLENTOWN PARKING AUTHORITY
Special District·ALLENTOWN
CATASAUQUA BOROUGH AUTHORITY
Special District·CATASAUQUA
EMMAUS GENERAL AUTHORITY
Special District·EMMAUS
FOUNTAIN HILL STORMWATER AUTHORITY
Special District·FOUNTAIN HILL
LEHIGH COUNTY GENERAL PURPOSE AUTHORITY
Special District·ALLENTOWN
LEHIGH COUNTY HOUSING AUTHORITY
Special District·EMMAUS
LEHIGH COUNTY (WATER AND SEWER) AUTHORITY
Special District·ALLENTOWN
LEHIGH VALLEY PLANNING COMMISSION
Special District·ALLENTOWN
NORTHERN LEHIGH RECREATION AUTHORITY
Special District·SLATINGTON
PARKLAND COMMUNITY LIBRARY
Special District·ALLENTOWN
SLATINGTON BOROUGH AUTHORITY
Special District·SLATINGTON
UPPER SAUCON SEWAGE TREATMENT AUTHORITY
Special District·CENTER VALLEY
WHITEHALL TOWNSHIP AUTHORITY
Special District·WHITEHALL
CARBON LEHIGH INTERMEDIATE UNIT #21
School District·SCHNECKSVILLE
REALM OF GLORY HOME CARE
School District·ALLENTOWN
252 UNDERGROUND INC
Nonprofit Organization·Coopersburg
2ND STORY BLUES ALLIANCE
Nonprofit Organization·ALLENTOWN
3191 FRIEDENSVILLE BOY SCOUT TROOP
Nonprofit Organization·Center Valley
397 BOMB GROUP ASSOCIATION
Nonprofit Organization·Whitehall
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Allentown
535 HOKENDAUQUA CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WHITEHALL
700 BUILDING TENNANT COUNCIL
Nonprofit Organization·Allentown
912 PROJECT OF THE LEHIGH VALLEY INC
Nonprofit Organization·ALLENTOWN
AAA SCHOLARSHIP FUND OF AAA EAST PENN
Nonprofit Organization·ALLENTOWN
AASR LEHIGH CONSISTORY
Nonprofit Organization·ALLENTOWN
ABOUND IN HOPE MINISTRIES FOR MOMS
Nonprofit Organization·Emmaus
ACCHS CLASS OF 2003
Nonprofit Organization·Allentown
ACHIEVEMENT MUNIFICENT NOBLE INC
Nonprofit Organization·Allentown
ADULT LITERACY CENTER OF LEHIGH VALL
Nonprofit Organization·ALLENTOWN
AEDC
Nonprofit Organization·ALLENTOWN
A EMPRENDER INTERNACIONAL INC
Nonprofit Organization·Whitehall
AFRICAN IMMIGRANTS COMMUNITY OF AMERICA INC
Nonprofit Organization·ALLENTOWN
AGAPE YOUTH HOMES INC
Nonprofit Organization·Allentown
AGAPE ZONE
Nonprofit Organization·ALLENTOWN
AGERE SYSTEMS INC POST RETIREMENT
Nonprofit Organization·Breinigsville
AHEPA 60 INC
Nonprofit Organization·ALLENTOWN
AHEPA CHAPTER NO 60 CHARITIES INC
Nonprofit Organization·Allentown
AHI CHARITABLE FOUNDATION NFP
Nonprofit Organization·ALLENTOWN
AHLUL BAYT AMERICAN SOCIETY INC
Nonprofit Organization·Allentown
AINT THAT A PITTIE
Nonprofit Organization·Alburtis
AIR PRODUCTS FOUNDATION
Nonprofit Organization·ALLENTOWN
AIR PRODUCTS RETIREES ASSOCIATION
Nonprofit Organization·ALLENTOWN
ALBURTIS AREA COMMUNITY CENTER INC
Nonprofit Organization·ALBURTIS
ALBURTIS FIRE COMPANY NO 1
Nonprofit Organization·ALBURTIS
ALBURTIS ROD & GUN CLUB INC
Nonprofit Organization·ALBURTIS
ALBURTIS SWIM AND DIVE TEAM
Nonprofit Organization·alburtis
Allasso Recovery Center Inc
Nonprofit Organization·Orefield
ALLEN O DELKE POST HOME ASSN INC
Nonprofit Organization·SLATINGTON
ALLENTOWN ACADEMY OF THE ARTS ALLIANCE INC
Nonprofit Organization·Allentown
ALLENTOWN AMATEUR SPORTS ASSOCIATION INC
Nonprofit Organization·ALLENTOWN
Allentown Area Corvette Club
Nonprofit Organization·Allentown
ALLENTOWN AREA ECUMENICAL FOOD BANK
Nonprofit Organization·Allentown