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Building 2S.F. EHRLICH ASSOCIATES, INC.

Map pinCRANFORD, NJ
Phone908-789-1100
NotebookSEC #801-113687
Total AUM
$185.8M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 ALDEN STREET
SUITE 12
CRANFORD
NJ 07016
United States
Operating Hours
6:00 AM - 4:30 PM
Monday - Friday
Phone
908-789-1100

ReceiptFinancials

Total AUM
$185.8M
Accounts
385
Discretionary
$185.8M
Accounts
385
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$23.2M
HNW Individual Clients
55
AUM
$162.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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