AdvisorOS Directory
Claim Profile
PE

Paul Edgar Erickson

ROYAL OAK FINANCIAL ADVISORS, LLC·ROYAL OAK, Michigan
Unclaimed Profile
1709 CROOKS ROAD, ROYAL OAK, MI 48067CRD# 5157556Firm CRD# 290152
01

About

Paul Edgar Erickson is a registered financial advisor based in ROYAL OAK, Michigan, affiliated with ROYAL OAK FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC
AUM
$250M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROYAL OAK FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5157556
Firm CRD# 290152
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROYAL OAK?

Browse all registered financial advisors in ROYAL OAK, Michigan or claim this profile if it's yours.

Browse ROYAL OAK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Edgar Erickson offer?
Paul Edgar Erickson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ROYAL OAK, Michigan for a consultation.
What are Paul Edgar Erickson's credentials?
Paul Edgar Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Edgar Erickson located?
Paul Edgar Erickson is based in ROYAL OAK, Michigan, working with ROYAL OAK FINANCIAL ADVISORS, LLC. Their office serves clients in the ROYAL OAK metropolitan area and surrounding communities.
How does Paul Edgar Erickson charge for services?
Paul Edgar Erickson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL OAK FINANCIAL ADVISORS, LLC?
ROYAL OAK FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROYAL OAK
William Frank Mckinley — SUPERIOR CAPITAL PARTNERS LLCWilliam Yates Campbell — SUPERIOR CAPITAL PARTNERS LLCScott Anthony Reilly — SUPERIOR CAPITAL PARTNERS LLCCraig Kevin Pearson — PEARSON, CRAIG - KEVINMark Hogan Carroll — SUPERIOR CAPITAL PARTNERS LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile