Klaudia
Gryfik
Ep Wealth Advisors
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About this Advisor
Klaudia Gryfik is a certified financial planner operating out of Torrance, California with 3 years of relevant experience. Gryfik is currently employed by Ep Wealth Advisors. During their career, the advisor has held roles at Guidant Wealth Advisors, Ep Wealth Advisors, Advisors Ahead, University Of Florida, North Central Florida Ymca, W.W Gay Fire & Integrated Systems and Lpl Financial, LLC. Gryfik holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Illinois. Ep Wealth Advisors is a registered investment firm operating out of Torrance, CA. The firm has offices in 33 locations and a total of 375 advisors. It has $17 billion in assets between its 32,050 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 116 charities and foundations. Of its 32,050 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Ep Wealth Advisors has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually are based on the financial services. Fee types billed by Ep Wealth Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Klaudia Gryfik Work History
Klaudia has been registered as a financial advisor for 3 years.*
Ep Wealth Advisors
Guidant Wealth Advisors
Advisors Ahead
Lpl Financial, LLC
North Central Florida Ymca
W.W Gay Fire & Integrated Systems
University Of Florida
*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 Klaudia Gryfik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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