Overview
Assets Under Management: $170 million
Headquarters: CRANFORD, NJ
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
S.F. EHRLICH ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121356), S.F. EHRLICH ASSOCIATES, INC. is subject to fiduciary duty under federal law.
S.F. EHRLICH ASSOCIATES, INC. is headquartered in CRANFORD, NJ.
S.F. EHRLICH ASSOCIATES, INC. serves 52 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, S.F. EHRLICH ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
S.F. EHRLICH ASSOCIATES, INC. manages $170 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, S.F. EHRLICH ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
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