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Eric George Erickson

BARNSTONE ADVISORS LLC·PHOENIXVILLE, Pennsylvania
Unclaimed Profile
388 W. POTHOUSE ROAD, PHOENIXVILLE, PA 19460CRD# 4085094Firm CRD# 144511
01

About

Eric George Erickson is a registered financial advisor based in PHOENIXVILLE, Pennsylvania, affiliated with BARNSTONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARNSTONE ADVISORS LLC
BARNSTONE ADVISORS LLC
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BARNSTONE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4085094
Firm CRD# 144511
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric George Erickson offer?
Eric George Erickson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIXVILLE, Pennsylvania for a consultation.
What are Eric George Erickson's credentials?
Eric George Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric George Erickson located?
Eric George Erickson is based in PHOENIXVILLE, Pennsylvania, working with BARNSTONE ADVISORS LLC. Their office serves clients in the PHOENIXVILLE metropolitan area and surrounding communities.
How does Eric George Erickson charge for services?
Eric George Erickson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNSTONE ADVISORS LLC?
BARNSTONE ADVISORS LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHOENIXVILLE
Jean Pierre Georges Bouvel — BOUVEL INVESTMENT PARTNERS, LLCStephane Eric Bouvel — BOUVEL INVESTMENT PARTNERS, LLCJames Brinton Detwiler — BARNSTONE ADVISORS LLCBrian Joseph White — VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLCRyan Lee Vermillion — VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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