Ehrlich Financial Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 325595
- SEC number
- 801-128007
- Firm type
- RIA
- Assets under management
- $250.1M as of Jan 28, 2026
- Website
- www.ehrlichfg.com ↗
- Phone
- 949-342-8852
- Address
- 28202 Cabot Road, Laguna Niguel, CA, 92677
Advisors at this firm
4 in our index · page 1 of 1
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Heather Michelle BooneCRD 5175416 · Laguna Niguel, CAIA RegisteredRegistration inactive
-
Andrew Lee EhrlichCRD 4868523 · Laguna Niguel, CAIA RegisteredRegistration inactive
-
Jessica Lynn KruseyCRD 4839333 · Laguna Niguel, CAIA RegisteredRegistration inactive
-
Lora J RommelCRD 1925725 · Laguna Niguel, CAIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 325595 ↗
FINRA BrokerCheck record for firm CRD 325595 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.