Kassira Wealth Management, LLC

Kassira Wealth Management, LLC (CRD# 165070) is a financial advisory firm headquartered in , . They manage $96,069,026 in 432 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
http://www.kassira.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $222,382
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
The map below shows states where this firm has explicit registration only.

CO, MD, OK, TN, TX, VA

Financial Advisors at Kassira Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rast Gozeh, financial advisor Knoxville TN
Rast M. Gozeh
CRD#: 6108136
Knoxville, TN

Rast Gozeh (CRD# 6108136) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.

2
Gassan Kassira, financial advisor Knoxville TN
Gassan J. Kassira
CRD#: 4458114
Knoxville, TN

Gassan Kassira (CRD# 4458114) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 22 years of experience in the finance industry.

3
Brandon Ridenour, financial advisor Colorado Springs CO
Brandon M. Ridenour
CRD#: 6277792
Colorado Springs, CO

Brandon Ridenour (CRD# 6277792) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Colorado Springs, CO and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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