EHRLICH FINANCIAL GROUP

28202 Cabot Road
Suite 425
Laguna Niguel, California 92677
Tel: 949-342-8852

About EHRLICH FINANCIAL GROUP

EHRLICH FINANCIAL GROUP, formally registered with the SEC as EHRLICH FINANCIAL GROUP. The firm was established in 05/18/2023. They have over 1 offices throughout the country.

EHRLICH FINANCIAL GROUP is a Laguna Niguel, California based Financial Planning firm with nearly $168,181,073 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325595
SEC#	801-128007
Assets Managed by Firm	$168,181,073
No. of Clients	692
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	692	$168,181,073
Individuals (other than high net worth individuals)	150	$57,512,680
High net worth individuals	50	$110,532,769
Pension and profit sharing plans	1	$135,624

Inquire with EHRLICH FINANCIAL GROUP

More Retirement Planning firms in Laguna Niguel, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$2,406,691,634,676	481	754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

Explore More Retirement Advisors in Laguna Niguel, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.