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James Folmar Beall

SUMMIT WEALTH MANAGEMENT, LLC·BIRMINGHAM, Alabama
Clean recordSUMMIT WEALTH MANAGEMENT, LLC
2208 UNIVERSITY BOULEVARD, BIRMINGHAM, AL 35233CRD# 4583693Firm CRD# 122683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Folmar Beall · BIRMINGHAM, AL
Registration
CRD #4583693 · SUMMIT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
KASSOUF WEALTH ADVISORS, LLC
CRD 122683 · SEC 801-67293
AUM
$370M
Regulatory assets under management
Employees
8
389 client accounts
Services offered by KASSOUF WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KASSOUF WEALTH ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does James Folmar Beall offer?
James Folmar Beall specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are James Folmar Beall's credentials?
James Folmar Beall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Folmar Beall located?
James Folmar Beall is based in BIRMINGHAM, Alabama, working with SUMMIT WEALTH MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does James Folmar Beall charge for services?
James Folmar Beall'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 SUMMIT WEALTH MANAGEMENT, LLC?
SUMMIT WEALTH MANAGEMENT, 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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Other Advisors at SUMMIT WEALTH MANAGEMENT, LLC

Gerard Joseph Kassouf
BIRMINGHAM, AL
David Paul Kassouf
BIRMINGHAM, AL
Shannon Jon Pike
BIRMINGHAM, AL

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Research
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