Azzad Asset Management, Inc.
Firm details
- Headquarters
- Falls Church, Virginia
- CRD number
- 111291
- Registered since
- August 21, 2000
- Website
- azzadasset.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.74%
- Investment Companies27.12%
- Individuals5.67%
- Charitable Organizations4.45%
- Corporations / Businesses0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Azzad Asset Management, Inc. is an independent, SEC‑registered RIA that has been operating since 2000. The firm acts as a capital allocator for both individual/family and institutional clients, charging percentage‑of‑AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses, investment companies and institutional clients, and the selection of other advisers. Azzad is not identified as an active ESG investor. The firm has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2021 and 2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds30%
Owners & executives
2 of 2
Tameem Qasem
CEOCRD 8030620
Manal Fouz
Chief Compliance OfficerCRD 5476786
Contacts
3 of 11
Bashar Qasem
FounderCRD 4366470
Joshua Brockwell
Director Of Investment CommunicationsCRD 5732391
Ibtasam Mahmood
Investment AdvisorCRD 5016946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2.7M in ETFs
100%
$2.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.6M | 4,350 | 60.28% |
Location
Falls Church, VA
Fairfax
Location
Falls Church, VA
Headquartered in Falls Church, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 3141 Fairview Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CJM Wealth Advisers, Ltd.
RIAFalls Church, VA
The Scott S. James Company
RIAFalls Church, VA
Neat Financial Planning
RIAFalls Church, VA
Investment & Resource Planning
RIAFalls Church, VA
Churchill Research Inc.
RIAFalls Church, VA
Kanawha Capital Management, LLC
RIARichmond, VA