Investment adviser · CRD 113903
ERMAN RETIREMENT ADVISORY
Investment adviser filing (IA)
SEAL BEACH, CA, United States · Form ADV filed Feb 9, 2022
- Regulatory AUM
- $211M Form ADV · Item 5.F
- Client accounts
- 311 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 219 | $210,521,000 | 100.0% |
Filing source
Form ADV 1599409 · Feb 9, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 9, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Commissions
Principal office
3020 OLD RANCH PKWY, SUITE 100SEAL BEACH, CA, 90740, United States
CRD 113903
Filing source
Form ADV 1599409 · Feb 9, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.