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
Erickson, Eileen Marie
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts43ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Erickson, Eileen Marie
1
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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