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Andrew Lee Ehrlich

THE EHRLICH GROUP LLC·LAGUNA NIGUEL, California
SIE, Series 7, Series 66CFPClean record21 years registeredTHE EHRLICH GROUP LLC
28202 CABOT ROAD, LAGUNA NIGUEL, CA 92677CRD# 4868523Firm CRD# 325595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Lee Ehrlich · LAGUNA NIGUEL, CA
Registration
CRD #4868523 · THE EHRLICH GROUP LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

EHRLICH FINANCIAL GROUP
May 2023 – present
AMERIPRISE FINANCIAL SERVICES, LLC
May 2007 – May 2023
Laguna Niguel, CA
AMERIPRISE FINANCIAL SERVICES, INC.
Jun 2005 – Apr 2007
SANTA BARBARA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 24, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE EHRLICH GROUP LLC
CRD 325595 · SEC 801-128007
AUM
$189M
Regulatory assets under management
Employees
5
719 client accounts
Services offered by THE EHRLICH GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE EHRLICH GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Andrew Lee Ehrlich offer?
Andrew Lee Ehrlich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA NIGUEL, California for a consultation.
What are Andrew Lee Ehrlich's credentials?
Andrew Lee Ehrlich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Lee Ehrlich located?
Andrew Lee Ehrlich is based in LAGUNA NIGUEL, California, working with THE EHRLICH GROUP LLC. Their office serves clients in the LAGUNA NIGUEL metropolitan area and surrounding communities.
How does Andrew Lee Ehrlich charge for services?
Andrew Lee Ehrlich's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE EHRLICH GROUP LLC?
THE EHRLICH GROUP LLC has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lora J Rommel
LAGUNA NIGUEL, CA
CFP

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