Gerard Joseph Kassouf

Employer firm

Kassouf Wealth Advisors, LLC CRD 122683

$471M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1974 → Present
  Kassouf & Co., P.C.
  Birmingham, AL
• 12/1999 → Present
  Kassouf Wealth Advisors, Llc
  Birmingham, AL

Other Businesses

KASSOUF & CO., P.C. - CERTIFIED PUBLIC ACCOUNTING FIRM ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: DIRECTOR DUTIES: OVERALL MANAGEMENT OF THE FIRM, PARTNER IN HEALTHCARE SERVICES GROUP HOURS/MONTH: 135 START DATE: 10/1974 NON-INVESTMENT RELATED KASSOUF RETIREMENT PLAN SERVICES, LLC - PENSION CONSULTANT ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MANAGING MEMBER DUTIES: OVERSIGHT OF COMPLIANCE HOURS/MONTH: 5 START DATE: 12/1999 NON-INVESTMENT RELATED KASSOUF HEALTHCARE SOLUTIONS, LLC - MEDICAL PRACTICE CONSULTING ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MANAGING MEMBER DUTIES: SUPPORTS EXECUTIVE DIRECTOR IN SERVICING HEALTHCARE CLIENTS HOURS/MONTH: 30 START DATE: 02/2014 NON-INVESTMENT RELATED SIXTEENTH STREET LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 10/2009 INVESTMENT RELATED SEVENTH AVENUE LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 12/2012 INVESTMENT RELATED VULCAN DEVELOPMENT, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER INVESTMENT RELATED DECIMAL POINT PARTNERS - INVESTMENTS ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 04/1985 INVESTMENT RELATED HIGHLAND AVENUE LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER INVESTMENT RELATED MDCOMP, LLC ADDRESS: 2101 Highland Avenue South, Suite 300, Birmingham, AL 35205 POSITION: Member Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23

Designations

• Certified Financial Planner

Other Names

• Gerry Kassouf