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David Dereck Kassir

MANNA WEALTH MANAGEMENT·MIAMI BEACH, Florida
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1000 5TH ST, MIAMI BEACH, FL 33139CRD# 2814059Firm CRD# 332313
01

About

David Dereck Kassir is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with MANNA WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MANNA WEALTH MANAGEMENT INC.
MANNA WEALTH MANAGEMENT
AUM
$125M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MANNA WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2814059
Firm CRD# 332313
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Dereck Kassir offer?
David Dereck Kassir specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MIAMI BEACH, Florida for a consultation.
What are David Dereck Kassir's credentials?
David Dereck Kassir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Dereck Kassir located?
David Dereck Kassir is based in MIAMI BEACH, Florida, working with MANNA WEALTH MANAGEMENT. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does David Dereck Kassir charge for services?
David Dereck Kassir's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANNA WEALTH MANAGEMENT?
MANNA WEALTH MANAGEMENT has approximately 1 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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