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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
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KASSOUF WEALTH ADVISORS, LLC
KASSOUF WEALTH ADVISORS, LLC
AUM
$370M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

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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05

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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