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| Kassouf Wealth Advisors LLC
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| |
|---|---|
| CRD # | 122683 |
| SEC # | 801-67293 |
| CIK # | |
| AUM | $370.2 MM (2024-03-26) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 205-776-0100 |
| Address | 2101 Highland Avenue South Birmingham, AL 35205-4022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 32.2 |
| (b) Individuals (high net worth individuals) | 132 | 249.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 85.5 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 370.2 |
| By Discretionary | ||
| Discretionary | 389 | 370.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 389 | 370.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.2 | |
| Total | 389 | 370.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Elevated Capital Advisors LLC
✚
|
UT | 0.4 |
|
MainStreet RIA LLC
✚
|
MO | 0.4 |
|
Sequent Planning LLC
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|
NE | 0.4 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.4 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
Alliance Wealth Advisors LLC
✚
|
UT | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |
|
Talis Advisory Services LLC
✚
|
TX | 0.4 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.4 |