GK
CFP
GK
CFP

Gassan Joseph Kassira

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
196 clients
Average Client Portfolio
$548K average
Assets Under Management
$107.5M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

Knoxville, TN

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Gassan manages family-related real estate holding LLCs since 2006, handling purchase, sale, and lease of properties. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Kassira Wealth Management, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
August 2006 - November 2012 · 6 yrs 3 mos
Mutual Service Corporation
September 2003 - August 2006 · 2 yrs 11 mos
State Registrations5 states
COMDTNTXVA
Advisor
Exams
No exam information available for this advisor.