Skip to main content

THE EHRLICH GROUP LLC

Doing business as EHRLICH FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$250,145,300
Discretionary
$250,145,300
Non-discretionary
$0

Firm details

CRD number
325595
SEC file number
801-128007
Main office
LAGUNA NIGUEL, CA, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.