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Home > Retirement Planners > new jersey > cranford > S.F. EHRLICH ASSOCIATES, INC.
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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