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KASSOUF WEALTH ADVISORS, LLC
CRD 122683 · SEC 801-67293
2101 HIGHLAND AVENUE SOUTH, SUITE 650, BIRMINGHAM, AL, 35205-4022, United States
Phone
205-776-0100
Fax
205-776-0101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$471.3M
Discretionary AUM
$471.3M
Team
10 total employees; 6 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $25.2M |
| High net worth individuals | 112 | $337.5M |
| Pension/profit sharing plans | 39 | $104.9M |
States served
AL, LA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD