KASSOUF WEALTH ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 122683). Regulatory assets under management: $471.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Gerard Joseph Kassouf | MEMBER | — |
| David Paul Kassouf | MEMBER | — |
| Shannon Jon Pike | CHIEF COMPLIANCE OFFICER | — |
| BEALL JAMES FOLMAR | MEMBER | — |
| CALLAHAN JERRY D | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KASSOUF DAVID PAUL | MEMBER | — |
| KASSOUF GERARD JOSEPH | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |
| PIKE SHANNON JON | CHIEF COMPLIANCE OFFICER | — |
| Michelle Grunewald Pike | OWNER | — |
| Jonathan Gerard Kassouf | OWNER | — |