|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| SF Ehrlich Associates Inc
✚
|
|
|---|---|
| CRD # | 121356 |
| SEC # | 801-113687 |
| CIK # | |
| AUM | $169.5 M (2025-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-789-1100 |
| Address | 15 Alden Street Cranford, NJ 07016 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 24.9 |
| (b) Individuals (high net worth individuals) | 52 | 144.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 169.5 |
| By Discretionary | ||
| Discretionary | 394 | 169.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 394 | 169.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 163.2 | |
| Total | 394 | 169.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advice & Planning Services LLC
✚
|
PA | 0.2 |
|
Continental Investors Services Inc
✚
|
WA | 0.2 |
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Inman Financial Services Inc
✚
|
OR | 0.2 |
|
3 Factor Indexing LLC
✚
|
0.2 | |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Secure Planning LLC
✚
|
NH | 0.2 |