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Building 2EHRLICH FINANCIAL GROUP

Map pinLAGUNA NIGUEL, CA
Phone949-342-8852
NotebookSEC #801-128007
Total AUM
$250.1M
Employees
5
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28202 CABOT ROAD
SUITE 425
LAGUNA NIGUEL
CA 92677
United States
Operating Hours
M - TH (8AM - 5PM) F (8AM - 2 PM)
Monday - Friday
Phone
949-342-8852

ReceiptFinancials

Total AUM
$250.1M
Accounts
682
Discretionary
$250.1M
Accounts
682
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$54.4M
HNW Individual Clients
82
AUM
$195.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENHTX

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

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