Ehrlich Financial Group
Ehrlich Financial Group (CRD# 325595) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $189,259,222 in 719 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management189MILLION
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Total Number of Accounts719ACCOUNTS
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Average Account Value$263,226
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NE, NH, TX
Heather Boone (CRD# 5175416) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 17 years of experience in the finance industry.
Andrew Ehrlich (CRD# 4868523) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 18 years of experience in the finance industry.
Jessica Krusey (CRD# 4839333) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 19 years of experience in the finance industry.
Lora Rommel (CRD# 1925725) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 28 years of experience in the finance industry.
Tiffany Leso (CRD# 5637729) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 4 years of experience in the finance industry.