THE EHRLICH GROUP LLC

EHRLICH FINANCIAL GROUP
LAGUNA NIGUEL, California·2 registered advisors·CRD# 325595
SEC# 801-1280070949-342-8852
01

Firm Overview

AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE EHRLICH GROUP LLC

2 registered advisors
Andrew Lee Ehrlich
LAGUNA NIGUEL, California
Lora J Rommel
LAGUNA NIGUEL, California
05

Office Locations

LAGUNA NIGUEL, California
2 advisors

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Data sourced from SEC Form ADV filings. THE EHRLICH GROUP LLC (CRD# 325595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.