Ehrlich Financial Group
Ehrlich Financial Group is a registered independent financial advisory and investment management firm headquartered in Laguna Niguel, California. Founded and led by Andrew Ehrlich, the firm specializes in comprehensive financial planning, retirement planning, business planning, investment management, protection planning, and tax strategies. With a team of Certified Financial Planner™ professionals, the group brings decades of industry experience, focusing on building long-lasting relationships with high-net-worth individuals, families, and businesses across Southern California. The firm's mission is to instill clarity, comfort, and confidence by providing highly personalized advice and guidance.
Investment Strategy
Ehrlich Financial Group delivers tailored investment management and planning services, employing diversified asset allocation strategies through a mix of ETFs, mutual funds, and other securities to meet clients' long-term financial objectives. The firm's approach is goal-oriented and client-focused, building portfolios based on each client's risk tolerance, time horizon, and unique needs. Comprehensive financial planning is provided in conjunction with investment management to offer strategies for accumulation, preservation, and distribution of wealth, always emphasizing a fiduciary standard, transparency, and close personal engagement.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 7.07% | $11.9M | 98,737 | $81.49 | $120.72 | +$1.2M |
D DYNF | BLACKROCK ETF TRUST | 5.40% | $9.1M | 153,712 | $46.39 | $59.20 | +$1.1M |
I IVE | ISHARES TR | 5.29% | $8.9M | 43,135 | $180.98 | $206.51 | +$791.3K |
J JQUA | J P MORGAN EXCHANGE TRADED F | 4.44% | $7.5M | 118,990 | $57.38 | $62.91 | +$489.2K |
A AVUS | AMERICAN CENTY ETF TR | 4.04% | $6.8M | 62,592 | $83.80 | $108.70 | +$638.1K |