Falconer Group

Falconer Group (CRD# 124166) is a financial advisory firm headquartered in Traverse City, MI. They manage $30,205,961 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
810 Cottageview Drive, Suite 103, Traverse City, MI 49684
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $642,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

MI

Financial Advisors at Falconer Group
Showing 1 - 1 of 1 top financial advisors.
1
Erik Falconer, financial advisor Traverse City MI
Erik J. Falconer
CRD#: 4625179
810 Cottageview Drive, Suite 103, Traverse City, MI 49684

Erik Falconer (CRD# 4625179) is an Investment Advisor Representative working at Falconer Group in Traverse City, MI and has 1 year of experience in the finance industry.

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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