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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Henry Eriksen

Mass AffluentAge 50-59Columbus, OHModerate riskWorks at PfizerAdvisor Elena Brandt

Net worth

$649.4K

assets minus liabilities

Assets

$921.8K

6 accounts

Liabilities

$272.4K

2 accounts

Take-home pay

$136.2K

last 12 months

Held with your firm 43%Held away 57%

$394,085$527,666

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$921,751

Edward Jones Brokerage••7206
Linked Jul 25, 2022
Away$291,427
Your Firm Brokerage••1070
Linked Sep 13, 2024
Held$273,393
Your Firm IRA••6167
Linked Jan 13, 2024
Held$120,692
Citibank Savings••4728
Linked Dec 6, 2023
Away$109,407
Ascensus 401(k)••8774
Linked Oct 7, 2023
Away$108,033
Citibank Checking••9897
Linked Nov 2, 2022
Away$18,800

Liabilities (2)

$272,362

Capital One Mortgage••6225
Linked Dec 8, 2023
$266,526
Citibank Credit card••8371
Linked May 27, 2024
$5,835

Signal timeline (4)

Wallet Share ChangeNov 14New
Henry Eriksen's share of assets with your firm went from 56% to 43%
Large Inflow / OutflowNov 14New
Henry Eriksen received $218.2K into their Edward Jones brokerage account
Net Worth SpikeNov 14New
Henry Eriksen's net worth is up 50% in 30 days
Net Worth SpikeJul 24, 2025Reviewed
Henry Eriksen's net worth is up 25% in 90 days