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EHRLICH FINANCIAL GROUP

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

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EHRLICH FINANCIAL GROUP

EHRLICH FINANCIAL GROUP is a Laguna Niguel, California based financial advisory firm with nearly $225,832,244 in assets under management and provides investment advisory services for 778 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

325595

SEC#:

801-128007

No. of Clients:

778

Assets under Management

$225,832,244

No. of Advisors:

6

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