| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Kassira Control | Passive Owner | 25-50% | 2012 |
| Gassan Joseph Kassira Control | Chief Compliance Officer (cco) And Managing Member | Over 75% | 2012 |
Kassira Wealth Management, LLC reports $107.5 million in regulatory assets under management on its Form ADV.
Kassira Wealth Management, LLC reports 2 employees.
Kassira Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 703-569-8363 |
| Office hours | 10a.m.-4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $107.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $107.5M |