Elizabeth
Greulich

Quantum Financial Advisors, LLC

CRD#6530952
Investment Advisor
in Manhattan Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Greulich is a financial advisor based in Manhattan Beach, California, working with Quantum Financial Advisors, LLC. Elizabeth has previously held positions at Abacus Wealth Partners and Quantum Financial Advisors, LLC. Elizabeth has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Elizabeth is part of Quantum Financial Advisors, LLC, which operates out of Manhattan Beach, California. The firm has 4 offices and 13 employees. The firm manages assets totaling $972.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Quantum Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

222 N. Pacific Coast Highway Floor 10
Manhattan Beach, CA 90266

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Quantum Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$972,227,177

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

1,466

CA Average: 3,727
Average Account Size

$663,184

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Elizabeth Greulich Work History

2022 - Present (2 years)

Quantum Financial Advisors, LLC

2014 - Present (10 years)

Abacus Wealth Partners

Disclosures

Please visit the SEC profile of Elizabeth Greulich 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 Quantum Financial Advisors, LLC

Elizabeth Greulich
Manhattan Beach, CA
Ryan Balderian
Manhattan Beach, CA
Wende Headley
Manhattan Beach, CA
Kimberly Helm
Manhattan Beach, CA
John Eing
Manhattan Beach, CA
Alexandra Long
Manhattan Beach, CA
Matthew Higgins
Manhattan Beach, CA
Darius Gagne
Manhattan Beach, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started