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Erik Edward Andersen

DRIFTWOOD CAPITAL, LLC·DALLAS, Texas
Clean recordDRIFTWOOD CAPITAL, LLC
603 MUNGER AVENUE, DALLAS, TX 75202CRD# 5258161Firm CRD# 299088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erik Edward Andersen · DALLAS, TX
Registration
CRD #5258161 · DRIFTWOOD CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Erik Edward Andersen is a registered financial advisor based in DALLAS, Texas, affiliated with DRIFTWOOD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
DRIFTWOOD CAPITAL, LLC
DRIFTWOOD CAPITAL, LLC
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DRIFTWOOD CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5258161
Firm CRD# 299088
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Edward Andersen offer?
Erik Edward Andersen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Erik Edward Andersen's credentials?
Erik Edward Andersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Edward Andersen located?
Erik Edward Andersen is based in DALLAS, Texas, working with DRIFTWOOD CAPITAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Erik Edward Andersen charge for services?
Erik Edward Andersen'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 DRIFTWOOD CAPITAL, LLC?
DRIFTWOOD CAPITAL, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles Collins Hart
DALLAS, TX

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Research
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