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Kassouf Wealth Advisors, LLC

● SEC registered since 2006CRD 122683SEC# 801-67293Birmingham, AL
Export (members)
Reg. AUM
$402.4M
Employees
10
Accounts
421
Location
Birmingham, AL

Kassouf Wealth Advisors, LLC assets under management

Kassouf Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Birmingham, AL. The firm has been registered since 2006. It reports $402.4 million in regulatory assets under management and employs 10 people.
kassoufwealth.comView on SEC.gov ↗

Kassouf Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Paul Kassouf ControlMember50-75%1999
Gerard Joseph Kassouf ControlMember50-75%1999
Shannon Jon Pike ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Kassouf Wealth Advisors, LLC manage?

Kassouf Wealth Advisors, LLC reports $402.4 million in regulatory assets under management on its Form ADV.

How many employees does Kassouf Wealth Advisors, LLC have?

Kassouf Wealth Advisors, LLC reports 10 employees.

Where is Kassouf Wealth Advisors, LLC located?

Kassouf Wealth Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2006.

Does Kassouf Wealth Advisors, LLC disclose fund performance?

Kassouf Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2101 Highland Avenue South, Suite 650, Birmingham, AL 35205-4022
Phone205-776-0100
Fax205-776-0101
Office hours8a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$402.4M
Non-discretionary$0
Total (RAUM)$402.4M