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Building 2ERICKSON ADVISORS

Map pinGREENSBORO, NC
Phone336-274-9403
NotebookSEC #801-68225
Total AUM
$47.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N. ELM STREET
SUITE 301
GREENSBORO
NC 27401
United States
Operating Hours
8:00 TO 6:00
Monday - Friday
Phone
336-274-9403

ReceiptFinancials

Total AUM
$47.6M
Accounts
106
Discretionary
$45.3M
Accounts
101
Non-Discretionary
$2.3M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE/COMMISSION OFFSET

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJ

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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