Kassouf Wealth Advisors, LLC

Kassouf Wealth Advisors, LLC (CRD# 122683) is a financial advisory firm headquartered in Birmingham, AL. They manage $225,460,000 in 324 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $695,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

AL, FL, LA, TX

Financial Advisors at Kassouf Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David P. Kassouf
CRD#: 4583696
2208 University Blvd, Suite 100, Birmingham, AL 35233
96
Wealthminder
score

David Kassouf (CRD# 4583696) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 16 years of experience in the finance industry. David Kassouf 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.

2
Gerard J. Kassouf
CRD#: 4583697
2208 University Blvd, Suite 100, Birmingham, AL 35233
96
Wealthminder
score

Gerard Kassouf (CRD# 4583697) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 16 years of experience in the finance industry. Gerard Kassouf 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.

3
Jerry D. Callahan
CRD#: 4583694
2208 University Blvd, Suite 100, Birmingham, AL 35233
93
Wealthminder
score

Jerry Callahan (CRD# 4583694) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 16 years of experience in the finance industry.

4
Kathryn E. Vittitow
CRD#: 5120392
2208 University Boulevard, Suite 100, Birmingham, AL 35233
93
Wealthminder
score

Kathryn Vittitow (CRD# 5120392) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

5
Michelle G. Carney
CRD#: 4705194
2208 University Boulevard, Suite 100, Birmingham, AL 35233
90
Wealthminder
score

Michelle Carney (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. Michelle Carney 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.

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