Erickson, Eileen Marie

Erickson, Eileen Marie (CRD# 113486) is a financial advisory firm headquartered in Rancho Murieta, CA. They manage $18,683,282 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $434,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CA

Financial Advisors at Erickson, Eileen Marie
Showing 1 - 1 of 1 top financial advisors.
1
Eileen M. Erickson
CRD#: 2722564
Rancho Murieta, CA

Eileen Erickson (CRD# 2722564) is an Investment Advisor Representative working at Erickson, Eileen Marie in Rancho Murieta, CA and has over 27 years of experience in the finance industry.

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