ERMAN RETIREMENT ADVISORY
CRD #113903 SEC #801-112846 SEAL BEACH, CA 562-546-6021
SEC Registered
Total AUM
$210.5M
Discretionary
$210.5M
Employees
4
Clients
0
Accounts
311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $210.5M | $210.5M | $0 | 4 | 0 |
| Aug 2021 | $193.4M | $193.4M | $0 | 6 | 0 |
| Mar 2021 | $193.4M | $193.4M | $0 | 8 | 0 |
| Jun 2020 | $186.1M | $186.1M | $0 | 8 | 0 |
| Jun 2020 | $186.1M | $186.1M | $0 | 8 | 0 |
| Feb 2020 | $186.1M | $186.1M | $0 | 8 | 0 |
| Jul 2019 | $154.2M | $154.2M | $0 | 7 | 0 |
| May 2019 | $154.2M | $154.2M | $0 | 7 | 0 |
| Mar 2019 | $154.2M | $154.2M | $0 | 7 | 0 |
| Jul 2018 | $119.1M | $119.1M | $0 | 7 | 0 |
| Jun 2018 | $119.1M | $119.1M | $0 | 8 | 0 |
| Mar 2018 | $119.1M | $119.1M | $0 | 6 | 0 |
DateFeb 2022
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees6
Clients0