Key facts
- EHRLICH FINANCIAL GROUP is a other based in LAGUNA NIGUEL, CA.
- EHRLICH FINANCIAL GROUP reports $5.9M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 325595- Regulatory AUM
- $5.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- LAGUNA NIGUEL, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as THE EHRLICH GROUP LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for EHRLICH FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is EHRLICH FINANCIAL GROUP's AUM?
- EHRLICH FINANCIAL GROUP manages approximately $5.9M in assets.