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Building 2KASSIRA WEALTH MANAGEMENT, LLC

Map pin
Phone703-569-8363
NotebookSEC #801-132031
Total AUM
$135.9M
Employees
2
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10AM-4PM
Monday - Friday
Phone
703-569-8363
Other Offices
1

ReceiptFinancials

Total AUM
$135.9M
Accounts
481
Discretionary
$135.9M
Accounts
481
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$29M
HNW Individual Clients
47
AUM
$101.3M
Charitable Organization Clients
1
AUM
$570.4K
Corporation or Business Clients
9
AUM
$5.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMDTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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