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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2002
- Office Locations
- 1
Office Locations
About S.f. Ehrlich Associates, Inc.
S.F. Ehrlich Associates, Inc. is a Cranford, NJ RIA that combines financial planning with an investment management program for individuals and families, including retirees and entrepreneurs. The practice focuses on diversified asset allocation using public funds such as ETFs and mutual funds, with experience across fixed income and index-oriented approaches. The team publishes market commentary (e.g., stock market and private equity topics) and custodies assets with Charles Schwab.
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Owner & Executives
JOHN CRAIG ZELTMANN
Associate
- CRD
- #5621804
- Ownership
- 75% or more
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STANLEY FRED EHRLICH
President
- CRD
- #4551679
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,778,206 | $482,541 |
| Non-Discretionary | $0 | -- |
| Total | $185,778,206 | $482,541 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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