linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kassouf Wealth Advisors, LLC

Headquartered in BIRMINGHAM, AL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Kassouf Wealth Advisors, LLC is an investment advisor headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $370,214,534 in assets for 389 clients.

Kassouf Wealth Advisors, LLC

2101 HIGHLAND AVENUE SOUTH

BIRMINGHAM, AL 35205-4022

$370.21M

Assets Under Management

13

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KASSOUF WEALTH ADVISORS, LLC has a total of 1 branch locations across the country.
location

BIRMINGHAM, AL

Advisors at Kassouf Wealth Advisors, LLC

View All 6 Advisors
Unclaimed
Shannon Jon Pike

CFP®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
Jonathan Gerard Kassouf

PFS®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
David Paul Kassouf

CFP®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
Michelle Grunewald Pike

CFP®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
Caroline Calton Gayle

CFP®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
Zachary L Bennett

PFS®, RA

BIRMINGHAM, AL

View Profile
Unclaimed
Gerard Joseph Kassouf

CFP®, RA

BIRMINGHAM, AL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Kassouf Wealth Advisors, LLC is right for you?

Disclosures

There are no public disclosures for Kassouf Wealth Advisors, LLC.

Frequently Asked Questions (8)

Not sure if Kassouf Wealth Advisors, LLC is right for you?