The Ehrlich Group LLC
● SEC registered since 2023CRD 325595SEC# 801-128007Laguna Niguel, CA
Reg. AUM
$250.1M
Employees
5
Accounts
682
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 $250.1 million in regulatory assets under management and employs 5 people.
The Ehrlich Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Ehrlich Control | Managing Member & President | Over 75% | 2023 |
| Lora J Rommel | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does The Ehrlich Group LLC manage?
The Ehrlich Group LLC reports $250.1 million in regulatory assets under management on its Form ADV.
How many employees does The Ehrlich Group LLC have?
The Ehrlich Group LLC reports 5 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
| Address | 28202 Cabot Road, Suite 425, Laguna Niguel, CA 92677 |
| Phone | 949-342-8852 |
| Fax | 949-462-9752 |
| Office hours | M - Th (8a.m. - 5p.m.) F (8a.m. - 2 p.m.) |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.1M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$250.1Mregulatory AUM
Discretionary $250.1M