Overview
Assets Under Management: $370 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 389
Discretionary Accounts: 389
Regulatory Filings
CRD Number: 122683
Last Filing Date: 2024-10-29 00:00:00
Website: https://kassouf.com