Ihsan Wealth

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Plano, Texas
CRD number
341909
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ihsan Wealth is organized as a limited liability company with individual ownership and provides portfolio management services focused on individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The firm is not characterized as a capital allocator in the provided data. Service delivery appears oriented toward discretionary portfolio management for private clients and small business accounts, with fee options that can accommodate both AUM-based and fixed-fee arrangements.

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

Contacts

1 of 1
  • Hammad Moon

    Hammad Moon

    CRD 8245845

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
901 Sandhurst Dr
Time zone
CT (UTC-6)
Office locations

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