Alim Kassam (CRD# 3082938) is an Investment Advisor Representative working at Rama Capital Partners in Calabasas, CA and has over 11 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rama Capital Advisors | Calabasas, CA | Jan 2010 - Current | 14 |
| Rama Capital Partners | Calabasas, CA | Aug 2008 - Current | 15 |
| Athas Capital Group | Calabasas, CA | Aug 2008 - Current | 15 |
| Ak Holdings | Los Angeles, CA | Jul 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CA
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$93,623,158
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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