Paul Erickson
Paul Erickson is a registered investment advisor at Alpha Asset Advisors LLC, based in Royal Oak, MI, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $13M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1709 Crooks Road, Royal Oak, MI, 48067
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a co-owner of Alpha Asset Advisors, where he is a licensed independent insurance agent and investment advisor representative, spending minimal time on insurance sales. He also owns Royal Oak Financial Advisors, LLC, dedicating about half his time to this investment-related activity.
Employment History
Current Registrations
Alpha Asset Advisors LLC
Royal Oak Financial Advisors, LLC
Previous Registrations
Alpha Asset Advisors LLC
Wfg Investments, INC.Broker
Capital Asset Advisory Services, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
Fifth Third Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.