S.f. Ehrlich Associates, Inc.

S.F. Ehrlich Associates, Inc. is a New Jersey corporation established in July 1996, offering investment advisory, financial planning, and consulting services to individuals, high net worth individuals, and affiliated trusts and estates. The firm provides discretionary investment advisory services on a fee-only basis, with annual fees based on a percentage of assets under management. Clients may also receive financial planning and consulting services on a separate fee basis. S.F. Ehrlich Associates tailors its services to each client's needs, developing customized investment objectives and strategies. The firm primarily utilizes a strategic asset allocation approach, investing in a mix of securities, mutual funds, ETFs, bonds, and cash equivalents. Clients have the option to impose restrictions on their investments. The firm does not participate in wrap fee programs and had $169,527,505 in client assets under management as of December 31, 2024. S.F. Ehrlich Associates acts as a fiduciary, providing investment advice in clients' best interests. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not receive compensation from the sale of securities and does not accept performance-based fees. Clients are responsible for directing the voting of their securities and are provided with regular account statements and reports. For more information, clients can contact Chief Compliance Officer John Zeltmann.