S.F. EHRLICH ASSOCIATES, INC.

15 Alden Street
Suite 12
Cranford, New Jersey 07016
Tel: 908-789-1100

About S.F. EHRLICH ASSOCIATES, INC.

SF EHRLICH ASSOCIATES, INC, formally registered with the SEC as SF EHRLICH ASSOCIATES, INC. The firm was established in 07/26/2018. They have over 1 offices throughout the country.

S.F. EHRLICH ASSOCIATES, INC. is a Cranford, New Jersey based Financial Planning firm with nearly $169,527,505 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121356
SEC#	801-113687
Assets Managed by Firm	$169,527,505
No. of Clients	394
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	394	$169,527,505
Individuals (other than high net worth individuals)	68	$24,900,850
High net worth individuals	52	$144,626,655

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