Kassouf Wealth Advisors, LLC
Kassouf Wealth Advisors, LLC (CRD# 122683) is a financial advisory firm headquartered in Birmingham, AL. They manage $317,832,260 in 367 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management318MILLION
-
Total Number of Accounts367ACCOUNTS
-
Average Account Value$866,028
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, LA, TX
David Kassouf (CRD# 4583696) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Gerard Kassouf (CRD# 4583697) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Michelle Pike (CRD# 4705194) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Zachary Bennett (CRD# 7177499) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Caroline Gayle (CRD# 5677308) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 11 years of experience in the finance industry.
Jonathan Kassouf (CRD# 7177481) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.