Rod
Ehrlich

Investor Fan

CRD#3191263
Investment Advisor
in Boise, ID

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About this Advisor

Rod Ehrlich is a financial advisor based in Boise, Idaho, working with Investor Fan. Rod has previously held positions at Investor'S Fiduciary Advisor Network, LLC and Ria Systems, LLC. Rod has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Washington. Currently, Rod is part of Investor Fan, which operates out of Boise, Idaho. The firm has 8 offices and 8 employees. The firm manages assets totaling $255.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Investor Fan includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Boise, ID

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Investor Fan Brokerage Details

Total Assets Under Management

$255,405,413

Total Number of Employees

8

Total Number of Accounts

1,060

Average Account Size

$240,949

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Rod Ehrlich Work History

2012 - Present (12 years)

Investor'S Fiduciary Advisor Network, LLC

2012 - Present (12 years)

Ria Systems, LLC

Disclosures

Please visit the SEC profile of Rod Ehrlich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Investor Fan

Jeffrey Hughes
Burien, WA
Vincent Donivan
Coeur D'Alene, ID
Rod Ehrlich
Boise, ID
Deborah Ellis
Granada Hills, CA
Scott Bowhay
Moraga, CA
Dale Teachout
Big Timber, MT
Timothy Donivan
La Grande, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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