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 $225,832,244 assets under management, offering retirement planning & investment advisory services to 778 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325595
SEC#	801-128007
Assets Managed by Firm	$225,832,244
No. of Clients	778
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	778	$225,832,244
Individuals (other than high net worth individuals)	164	$62,060,013
High net worth individuals	70	$163,047,595
Corporations or other businesses	Fewer than 5 clients	$724,636

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