EHRLICH FINANCIAL GROUP
Firm details
- Headquarters
- LAGUNA NIGUEL, California
- CRD number
- 325595
- Registered since
- May 18, 2023
- Website
- www.ehrlichfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.24%
- Individuals21.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ehrlich Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. It is owned by an individual and positions itself to serve individuals and families, offering both fee-based asset management and planning. Its billing options include a percentage of assets under management plus hourly and fixed-fee arrangements. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers, and it identifies itself as a capital allocator. Ehrlich Financial Group does not flag ESG investing as an active focus and is not designated as a multistate adviser in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
1 of 1ANDREW EHRLICH
Founder & CEOCRD 4868523
Contacts
3 of 3HEATHER BOONE
Client Service ManagerCRD 5175416
JESSICA KRUSEY
Private Wealth AdvisorCRD 4839333
LORA ROMMEL
Director of Financial PlanningCRD 1925725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$203M in ETFs
66%
$134M
23%
$68.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $8M | 72,330 | 3.97% |
Location
LAGUNA NIGUEL, CA
ORANGE
Location
LAGUNA NIGUEL, CA
Headquartered in LAGUNA NIGUEL, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 28202 Cabot Rd
- Time zone
- PT (UTC-8)
- Office locations
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