1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KASSOUF WEALTH ADVISORS, LLC

Map pinBIRMINGHAM, AL
Phone205-776-0100
NotebookSEC #801-67293
Total AUM
$471.3M
Employees
10
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 HIGHLAND AVENUE SOUTH
SUITE 650
BIRMINGHAM
AL 35205-4022
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
205-776-0100

ReceiptFinancials

Total AUM
$471.3M
Accounts
440
Discretionary
$471.3M
Accounts
440
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
86
AUM
$25.2M
HNW Individual Clients
112
AUM
$337.5M
Pension/Profit Sharing Plan Clients
39
AUM
$104.9M
Charitable Organization Clients
1
AUM
$3.2M
Corporation or Business Clients
1
AUM
$559.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLATNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account