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The Ehrlich Group LLC

● SEC registered since 2023CRD 325595SEC# 801-128007Laguna Niguel, CA
Export (members)
Reg. AUM
$225.8M
Employees
6
Accounts
778
Location
Laguna Niguel, CA

The Ehrlich Group LLC assets under management

The Ehrlich Group LLC is a registered investment adviser overseen by the SEC based in Laguna Niguel, CA. The firm has been registered since 2023. It reports $225.8 million in regulatory assets under management and employs 6 people.

The Ehrlich Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Lee Ehrlich ControlManaging Member & PresidentOver 75%2023
Lora J RommelChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does The Ehrlich Group LLC manage?

The Ehrlich Group LLC reports $225.8 million in regulatory assets under management on its Form ADV.

How many employees does The Ehrlich Group LLC have?

The Ehrlich Group LLC reports 6 employees.

Where is The Ehrlich Group LLC located?

The Ehrlich Group LLC is based in Laguna Niguel, CA and has been SEC-registered since 2023.

Does The Ehrlich Group LLC disclose fund performance?

The Ehrlich Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28202 Cabot Road, Suite 425, Laguna Niguel, CA 92677
Phone949-342-8852
Fax949-462-9752
Office hoursM - Th (8a.m. - 5p.m.) F (8a.m. - 2 p.m.)
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.8M
Non-discretionary$0
Total (RAUM)$225.8M