← Back to searchVisit website
EHRLICH FINANCIAL GROUP
THE EHRLICH GROUP LLC
CRD 325595 · SEC 801-128007
28202 CABOT ROAD, SUITE 425, LAGUNA NIGUEL, CA, 92677, United States
Phone
949-342-8852
Fax
949-462-9752
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.1M
Discretionary AUM
$250.1M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $54.4M |
| High net worth individuals | 82 | $195.7M |
States served
AZ, CA, NE, TX, NH
All web addresses on file
Official SEC filing: View on IAPD