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Ehrlich Meyer Associates, Inc. (New York)


Ehrlich Meyer Associates, Inc. is a large advisory firm based in New York. It manages $80.37 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New York, Pennsylvania, and Vermont.

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Ehrlich Meyer Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ehrlich Meyer Associates: assets under management

The assets under management (AUM) of Ehrlich Meyer Associates, Inc. is $80.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $80.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $704.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ehrlich Meyer Associates, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Ehrlich Meyer Associates, Inc. performs its advisory services is located at 317 Madison Avenue, New York, NY 10017 5241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-452-6720 or by fax 646-452-6750. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at eminvestments.com.


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