Dean Erickson, CFA, financial advisor Los Angeles CA
103 score

Dean Erickson, CFA

CRD Number: 1146314
Current Firm: Bionic Capital
Compensation Model: Fee Only

Dean Erickson (CRD# 1146314) is the owner, CEO and an Investment Advisor Representative working at Bionic Capital LLC dba Bionic Wealth Management in Los Angeles, CA. He has over 18 years of experience in the financial industry and has held the Chartered Financial Analyst designation since 1987.

 

Bionic Capital LLC is a leading edge, registered investment advisory firm created to serve the investment and wealth management needs of emerging affluent, affluent and high-net-worth individuals and families, endowments, pension funds, sovereign wealth funds and institutions around the world. We maintain a small, select group of clients in order to focus our resources on serving them.

CONTACT
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Professional Designations
Company Name Location Dates Years
Bionic Capital LLC Los Angeles, CA Jul 2009 - Current 9
Berthel Fisher & Company Financial Services, Inc. Los Angeles, CA Jul 2008 - Jul 2009 1
Erickson Capital Los Angeles, CA Jul 2008 - Jul 2009 1
Ubs Financial Services Inc. Beverly Hills, CA Jun 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
Contact Info for Dean Erickson, CFA
Phone Number: (310) 601-8337
Advisor Website: http://www.bioniccapital.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $288,462
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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