Klaudia
Gryfik

Ep Wealth Advisors

CRD#6442372
Investment Advisor
in Torrance, CA

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About this Advisor

Klaudia Gryfik is a financial advisor based in Torrance, California, working with Ep Wealth Advisors. Klaudia has previously held positions at Guidant Wealth Advisors, Ep Wealth Advisors, Advisors Ahead, W.W Gay Fire & Integrated Systems, and Lpl Financial, LLC. Klaudia has passed the Series 66 regulatory exam and is registered to provide services in California and Illinois. Currently, Klaudia is part of Ep Wealth Advisors, which operates out of Torrance, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21535 Hawthorne Blvd Suite 400
Torrance, CA 90503

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$22,321,000,000

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

392

CA Average: 43
Total Number of Accounts

13,185

CA Average: 3,727
Average Account Size

$1,692,909

CA Average: $2,033,427

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

2019 - Present (5 years)

Ep Wealth Advisors

2016 - 2019 (3 years)

Guidant Wealth Advisors

2015 - 2015 (< 1 year)

Advisors Ahead

2015 - 2019 (4 years)

Lpl Financial, LLC

2012 - 2014 (2 years)

W.W Gay Fire & Integrated Systems

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.

Financial Advisors at Ep Wealth Advisors

Jacob Shuman
Torrance, CA
Brian Waldner
Torrance, CA
Robert Davis
Salt Lake City, UT
Colton Peck
Salt Lake City, UT
Michael Fink
Torrance, CA
Ryan Hall
Torrance, CA
Trevor Bush
Torrance, CA
Stuart Campbell
San Luis Obispo, CA

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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.

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