Kassouf Wealth Advisors

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

2101 Highland Ave S Ste 650, Birmingham,...

Phone Number

(205) 776-0100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
May
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ZI Rank
1
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About Kassouf Wealth Advisors

Kassouf Wealth Advisors is an independent, fee-only Registered Investment Advisor that specializes in financial planning and investment management. The firm is committed to acting in the best interests of its clients, providing unbiased advice while managing and preserving wealth through tailored financial strategies. Their team consists of CERTIFIED FINANCIAL PLANNER practitioners and Personal Financial Specialists who work closely with clients to develop customized wealth management strategies. Kassouf Wealth Advisors serves a diverse clientele, focusing on understanding individual needs and goals to drive the planning process.Explore more
Popular SearchesKassouf Wealth AdvisorsKassouf WealthKassouf Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Kassouf Wealth Advisors Org Chart

PhoneEmail
MP
United States flag for contact location.

Principal, Financial Planner

PhoneEmail
CG
United States flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kassouf Wealth Advisors

<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kassouf Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kassouf Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kassouf Wealth Advisors.

Kassouf Wealth Advisors Tech Stack

A closer look at the technologies used by Kassouf Wealth Advisors

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Frequently Asked Questions Regarding Kassouf Wealth Advisors

What is Kassouf Wealth Advisors's official website?
Kassouf Wealth Advisors's official website is www.kassoufwealth.com
What is Kassouf Wealth Advisors's Revenue?
Kassouf Wealth Advisors's revenue is <$5 Million
What is Kassouf Wealth Advisors's SIC code?
Kassouf Wealth Advisors's SIC: 62,628
What is Kassouf Wealth Advisors's NAICS code?
Kassouf Wealth Advisors's NAICS: 52,523
How many employees does Kassouf Wealth Advisors have?
Kassouf Wealth Advisors has 1-10 employees
What industry does Kassouf Wealth Advisors belong to?
Kassouf Wealth Advisors is in the industry of: Finance, Securities Trading
What is Kassouf Wealth Advisors competition?
Kassouf Wealth Advisors top competitors include: Ambrose Wealth Management, Bollin Wealth Management, Selkirk Wealth Advisors, Charles Carroll Financial Partners
What technology does Kassouf Wealth Advisors use?
Some of the popular technologies that Kassouf Wealth Advisors uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact Kassouf Wealth Advisors?
Kassouf Wealth Advisors contact info: Phone number: (205) 776-0100 Website: www.kassoufwealth.com
What does Kassouf Wealth Advisors do?

Kassouf Wealth Advisors is an independent, fee-only Registered Investment Advisor that specializes in financial planning and investment management. The firm is committed to acting in the best interests of its clients, providing unbiased advice while managing and preserving wealth through tailored financial strategies. Their team consists of CERTIFI... ED FINANCIAL PLANNER practitioners and Personal Financial Specialists who work closely with clients to develop customized wealth management strategies. Kassouf Wealth Advisors serves a diverse clientele, focusing on understanding individual needs and goals to drive the planning process.Read More

Is Kassouf Wealth Advisors a public company?
Kassouf Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Kassouf Wealth Advisors

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