Kassira Wealth Management, LLC

Kassira Wealth Management, LLC (CRD# 165070) is a financial advisory firm headquartered in , . They manage $22,938,279 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $131,829
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Kassira Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gassan J. Kassira
CRD#: 4458114
Front Royal, VA
84
Wealthminder
score

Gassan Kassira (CRD# 4458114) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Front Royal, VA and has over 14 years of experience in the finance industry. Gassan Kassira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.