KASSOUF WEALTH ADVISORS, LLC

2101 Highland Avenue South
Suite 650
Birmingham, Alabama 35205-4022
Tel: 205-776-0100

About KASSOUF WEALTH ADVISORS, LLC

KASSOUF WEALTH ADVISORS, LLC, formally registered with the SEC as KASSOUF WEALTH ADVISORS, LLC. The firm was established in 11/13/2006. They have over 1 offices throughout the country.

KASSOUF WEALTH ADVISORS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $370,214,534 assets under management, offering retirement planning & investment advisory services to 389 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122683
SEC#	801-67293
Assets Managed by Firm	$370,214,534
No. of Clients	389
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	389	$370,214,534
Individuals (other than high net worth individuals)	100	$32,160,394
High net worth individuals	132	$249,618,933
Pension and profit sharing plans	43	$85,457,862
Charitable organizations	Fewer than 5 clients	$2,752,533
Corporations or other businesses	Fewer than 5 clients	$224,812

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