Allied Asset Advisors Inc

RIASEC RegisteredEst. 2000
Total AUM
$262M
Discretionary
$262M
100% of AUM
Avg account
$262M
Accounts
1
Employees
3
Advisory reps
9

Firm details

Headquarters
Hometown, Illinois
CRD number
112441
Registered since
March 3, 2000
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Allied Asset Advisors Inc. is a corporation registered with the SEC since 2000 that operates as an institutional registered investment adviser. The firm focuses on serving institutional clients, providing portfolio management for investment companies and for businesses or other institutions, and running educational seminars or workshops. Its fee model is based on a percentage of assets under management. Allied Asset Advisors is not organized as a capital allocator, does not position itself as an active ESG investor, and does not serve as a pension consultant or a related adviser. Ownership is recorded as a domestic entity and individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Maqsood Quadri

    Chief Compliance OfficerCRD 8068336

Contacts

3 of 8
  • Gaddoor Saidi

    DirectorCRD 4394457

  • Mujeeb-ur-rehman Cheema

    DirectorCRD 4394459

  • Bassam Osman

    Bassam Osman

    Chairman & Portfolio ManagerCRD 4394451

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hometown, IL

Cook

Location

Hometown, IL

Headquartered in Hometown, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
8925 S Kostner Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth