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BASSAM WEALTH MANAGEMENT, LLC
Investment Advice|PALM BEACH, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$221.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 98.2M |
| Non-Discretionary | 123.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 330695 |
| SEC Number | 801-130321 |
| Street Address | 2875 SOUTH OCEAN BLVD |
| Street Address 2 | SUITE 200-28 |
| Location | PALM BEACH, FL 33480 |
| Country | United States |
| Phone | (561) 494-6391 |
| Total Employees | 3 |
Client Count by Type (27 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 27 |
County data not available for this organization.