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 organized as a corporation and in operation since 2000. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering fee arrangements that include percentage-of-AUM and fixed fees. Its advisory scope covers financial planning, portfolio management for individuals, small businesses, institutions and investment companies, and the selection of other advisers. Azzad is not identified as an active ESG investor on its snapshot and is not listed as a multistate adviser. Industry recognition includes placement on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms lists in 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 2Tameem Qasem
CEOCRD 8030620
MANAL FOUZ
Chief Compliance OfficerCRD 5476786
Contacts
3 of 11BASHAR 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 3Active vs passive
$2.6M in ETFs
100%
$2.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.8M | 4,276 | 71.32% |
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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