Ehrlich Financial Group

Overview

Ehrlich Financial Group is an SEC registered investment adviser based in Laguna Niguel, CA, registered since 2023. It reports $25M in assets under management across 682 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$25M

Discretionary

100%

Accounts

682

Average account

$367K

Employees

5

Advisory reps

4

Registered since

2023

Jurisdictions

5

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Andrew Lee Ehrlich Managing Member, President CRD 4868523
• Lora J Rommel Chief Compliance Officer CRD 1925725

Advisory reps 3 of 4

• Heather Michelle Boone Insurance Agent · Investment Adviser Rep CRD 5175416
• Andrew Lee Ehrlich Insurance Agent · Investment Adviser Rep CRD 4868523
• Jessica Lynn Krusey Insurance Agent · Investment Adviser Rep CRD 4839333

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

28202 Cabot Rd Ste 425
Laguna Niguel, CA 92677

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: ehrlichfg.com

Every state, with registration dates

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