Unclaimed Profile

Gerard Joseph Kassouf

KASSOUF WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama

Clean recordKASSOUF WEALTH ADVISORS, LLC

2101 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205-4022CRD# 4583697Firm CRD# 122683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerard Joseph Kassouf · BIRMINGHAM, AL

Registration

CRD #4583697 · KASSOUF WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gerard Joseph Kassouf is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with KASSOUF WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KASSOUF WEALTH ADVISORS, LLC

AUM

$370M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KASSOUF WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4583697

Firm CRD# 122683

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerard Joseph Kassouf offer?

Gerard Joseph Kassouf specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Gerard Joseph Kassouf's credentials?

Gerard Joseph Kassouf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerard Joseph Kassouf located?

Gerard Joseph Kassouf is based in BIRMINGHAM, Alabama, working with KASSOUF WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Gerard Joseph Kassouf charge for services?

Gerard Joseph Kassouf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KASSOUF WEALTH ADVISORS, LLC?

KASSOUF WEALTH ADVISORS, LLC has approximately 8 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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