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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kassouf Wealth Advisors LLC
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|---|---|
| CRD # | 122683 |
| SEC # | 801-67293 |
| CIK # | |
| AUM | $402.4 M (2025-03-28) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 205-776-0100 |
| Address | 2101 Highland Avenue South Birmingham, AL 35205-4022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 22.5 |
| (b) Individuals (high net worth individuals) | 96 | 281.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 94.7 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 402.4 |
| By Discretionary | ||
| Discretionary | 421 | 402.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 421 | 402.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.4 | |
| Total | 421 | 402.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IMS Capital Management Inc
✚
|
OR | 0.4 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.4 |
|
M1 Capital Management
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MI | 0.4 |
|
Mason & Associates LLC
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|
VA | 0.4 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
AZ | 0.4 |
|
Primesolutions Advisors LLC
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|
PA | 0.4 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |
|
Financial Innovations LLC
✚
|
GA | 0.4 |
|
Haven Wealth Group LLC
✚
|
TX | 0.4 |