KASSIRA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 165070). Regulatory assets under management: $135.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gassan Joseph Kassira | CHIEF COMPLIANCE OFFICER (CCO) AND MANAGING MEMBER | — |
| Anne Kassira | PASSIVE OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 719-761-6604 |
| — | — | 1 | 719-761-6604 |