Be advised. This firm is no longer registered.

Erickson Advisors

Erickson Advisors (CRD# 118620) is a financial advisory firm headquartered in Greensboro, NC. They manage $72,712,398 in 294 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
301 N. Elm Street, Suite 301, Greensboro, NC 27401
http://www.ericksonadvisors.net
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $247,321
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NJ, VA

Financial Advisors at Erickson Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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