S.F. EHRLICH ASSOCIATES, INC.
Total AUM
$185.8M
Employees
2Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15 ALDEN STREET
SUITE 12
CRANFORD
NJ 07016
United States
SUITE 12
CRANFORD
NJ 07016
United States
Operating Hours
6:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
908-789-1100
Financials
Total AUM
$185.8M
Accounts
385Discretionary
$185.8M
Accounts
385Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
62AUM
$23.2M
HNW Individual Clients
55AUM
$162.6M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLNJNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.