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
Kassira Wealth Management, LLC
By the Numbers
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Total Assets Under Management96MILLION
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Total Number of Accounts432ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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