Gabriel
Burczyk
Wrapmanager Inc
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About this Advisor
Gabriel Burczyk is a financial advisor based in Mill Valley, California with 19 years of relevant experience. Burczyk is currently employed by Wrapmanager Inc. Their career trajectory has included roles at Prospera Financial Services, Inc and Wrapmanager. Burczyk has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California and Texas. Wrapmanager Inc is a financial advisory business operating out of Mill Valley, CA. It controls $340 million in assets between its 712 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 712 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets. Wrapmanager Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules depend on which services are offered. Fees charged by Wrapmanager Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wrapmanager Inc Brokerage Details
$340,089,007
8
712
$477,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gabriel Burczyk Work History
Gabriel has been registered as a financial advisor for 19 years.*
Wrapmanager
Prospera Financial Services, Inc
*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 Gabriel Burczyk 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 Wrapmanager Inc
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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