Zachary
Bennett
Kassouf Wealth Advisors, LLC
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About this Advisor
Zachary Bennett is a financial advisor based in Birmingham, Alabama, working with Kassouf Wealth Advisors, LLC. Zachary has previously held a position at Kassouf & Co., P.C. and is registered to provide services in Alabama. Currently, Zachary is part of Kassouf Wealth Advisors, LLC, which operates out of Birmingham, Alabama. The firm has one office and eight employees. The firm manages assets totaling $370.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Kassouf Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Kassouf Wealth Advisors, LLC Brokerage Details
$370,214,534
8
389
$951,708
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
Zachary Bennett Work History
Kassouf & Co., P.C
Disclosures
Please visit the SEC profile of Zachary Bennett 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
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