Rod
Ehrlich
Investor Fan
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About this Advisor
Rod Ehrlich is a financial advisor who works in Snoqualmie, Washington with a total of 11 years of relevant experience. Ehrlich works at Investor Fan. Ehrlich has gained experience at Investor'S Fiduciary Advisor Network, LLC and Ria Systems, LLC. Ehrlich holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Montana and Washington. Investor Fan is an advisory company with a branch in Snoqualmie, Washington. The firm has offices in seven locations and a total of eight financial advisors. It has $186 million in assets under management among its 1,008 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,008 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Investor Fan offers portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Investor Fan typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investor Fan Brokerage Details
$186,163,454
8
1,008
$184,686
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Rod Ehrlich Work History
Rod has been registered as a financial advisor for 11 years.*
Investor'S Fiduciary Advisor Network, LLC
Ria Systems, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Snoqualmie, WA
Burien, WA
Upland, IN
Moraga, CA
Coeur D'Alene, ID
Big Timber, MT
La Grande, OR
Snoqualmie, WA
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