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, privately owned registered investment adviser that has been SEC-registered since 2000. The firm works with individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individuals/small businesses, investment companies, and business or institutional clients. It also performs selection-of-other-advisers work and operates as a capital allocator, blending in-house management with third-party manager relationships. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Azzad does not market itself 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.3M | 3,461 | 52.05% |
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
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