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).
Total Assets Under Management23MILLION
Total Number of Accounts174ACCOUNTS
Average Account Value$131,829
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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.