Owner · Kassouf Wealth Advisors, LLC
Michelle G. Pike
CRD 4705194 · Named on Form ADV at one SEC-registered adviser
At a glance
Kassouf Wealth Advisors, LLC, an SEC-registered wealth manager based in Birmingham, AL with $471 million in regulatory assets, lists Michelle G. Pike on its Form ADV as Owner.
Firms and roles
- Kassouf Wealth Advisors, LLCOwnerWealth manager · Birmingham, AL · $471M in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- David P. KassoufMember, Kassouf Wealth Advisors, LLC
- Gerard J. KassoufMember, Kassouf Wealth Advisors, LLC
- Shannon J. PikeChief Compliance Officer, Kassouf Wealth Advisors, LLC
- Jonathan G. KassoufOwner, Kassouf Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.