Jonathan
Kassouf
Kassouf Wealth Advisors, LLC
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About this Advisor
Jonathan Kassouf is a personal financial specialist who works in Birmingham, Alabama who has 3 years of industry experience. Kassouf works at Kassouf Wealth Advisors, LLC. They have spent the entirety of their employment at Kassouf Wealth Advisors, Llc. Kassouf can work in Alabama. Kassouf Wealth Advisors, LLC is a financial advisory business operating out of Birmingham, AL. The firm has a total of eight financial advisors. It has $318 million in assets across its 367 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 367 accounts, 48% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees are based on which services are offered. Fee types charged by Kassouf Wealth Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kassouf Wealth Advisors, LLC Brokerage Details
$317,832,260
8
367
$866,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jonathan Kassouf Work History
Jonathan has been registered as a financial advisor for 3 years.*
Kassouf & Co., P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Kassouf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kassouf Wealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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