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Andrew Lee Ehrlich

THE EHRLICH GROUP LLC·LAGUNA NIGUEL, California
Unclaimed Profile
28202 CABOT ROAD, LAGUNA NIGUEL, CA 92677CRD# 4868523Firm CRD# 325595
01

About

Andrew Lee Ehrlich is a registered financial advisor based in LAGUNA NIGUEL, California, affiliated with THE EHRLICH GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE EHRLICH GROUP LLC
EHRLICH FINANCIAL GROUP
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE EHRLICH GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4868523
Firm CRD# 325595
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in LAGUNA NIGUEL
Richard James Roberts — TCFG INVESTMENT ADVISORS, LLCTodd Alan Sweet — TCFG INVESTMENT ADVISORS, LLCGary Edgar Miller — MILLER GARY EDGARDeetra Marie Tesla — TCFG INVESTMENT ADVISORS, LLCLora J Rommel — THE EHRLICH GROUP LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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