KASSOUF WEALTH ADVISORS, LLC

BIRMINGHAM, Alabama·4 registered advisors·CRD# 122683
SEC# 801-672930205-776-0100
01

Firm Overview

AUM
$370M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KASSOUF WEALTH ADVISORS, LLC

4 registered advisors
David Paul Kassouf
BIRMINGHAM, Alabama
Gerard Joseph Kassouf
BIRMINGHAM, Alabama
James Folmar Beall
BIRMINGHAM, Alabama
Shannon Jon Pike
BIRMINGHAM, Alabama
05

Office Locations

BIRMINGHAM, Alabama
4 advisors

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Data sourced from SEC Form ADV filings. KASSOUF WEALTH ADVISORS, LLC (CRD# 122683) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.