Overview
Assets Under Management: $170 million
Headquarters: CRANFORD, NJ
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 394
Discretionary Accounts: 394
Regulatory Filings
CRD Number: 121356
Last Filing Date: 2025-02-11 00:00:00
Website: https://sfehrlich.com