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Lora J Rommel

THE EHRLICH GROUP LLC·LAGUNA NIGUEL, California
Clean recordTHE EHRLICH GROUP LLC
28202 CABOT ROAD, LAGUNA NIGUEL, CA 92677CRD# 1925725Firm CRD# 325595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lora J Rommel · LAGUNA NIGUEL, CA
Registration
CRD #1925725 · THE EHRLICH GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lora J Rommel 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
Introduction

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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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1925725
Firm CRD# 325595
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lora J Rommel offer?
Lora J Rommel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA NIGUEL, California for a consultation.
What are Lora J Rommel's credentials?
Lora J Rommel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lora J Rommel located?
Lora J Rommel 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 Lora J Rommel charge for services?
Lora J Rommel'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 at THE EHRLICH GROUP LLC

Andrew Lee Ehrlich
LAGUNA NIGUEL, CA

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Research
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