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).

By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $866,028
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
The map below shows states where this firm has explicit registration only.

AL, LA, TX

Financial Advisors at Kassouf Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David P. Kassouf
CRD#: 4583696
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

2
Gerard J. Kassouf
CRD#: 4583697
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

3
Michelle G. Pike
CRD#: 4705194
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

4
Zachary L. Bennett
CRD#: 7177499
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

5
Caroline C. Gayle
CRD#: 5677308
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

6
Jonathan G. Kassouf
CRD#: 7177481
2101 Highland Avenue South, Suite 650, Birmingham, AL 35205

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.