EB
EB

Erik Bjorvik

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erik is a passive investor in M Equity Partners since July 2024. This activity requires minimal time commitment.

Employment History
Current Registrations
Lri Investments
June 2024 - Present · 1 yr 8 mos
Previous Registrations
M Holdings Securities, INC.
June 2010 - April 2024 · 13 yrs 10 mos
M Financial Asset Management, INC.
April 2006 - April 2024 · 18 yrs
State Registrations2 states
ORPA
Advisor
Exams
No exam information available for this advisor.