Kassira Wealth Management

EST. AUM
$135,916,502

CONTACTS
2

CLIENT ACCOUNTS
481

Firm Details

Metro area Denver
CRD Number 165070
Website kassira.com
Client types

Overview

Kassira Wealth Management is a financial advisory firm that provides financial planning and wealth management services. The firm develops financial solutions tailored to clients' goals and circumstances and operates as a fiduciary, offering objective advice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kassira Wealth Management

Platform Details

Investment Preferences

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Address

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