Overview
Assets Under Management: $1.5 billion
Headquarters: FALLS CHURCH, VA
High-Net-Worth Clients: 482
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 482
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,560
Discretionary Accounts: 1,558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111291
Last Filing Date: 2024-10-24 00:00:00
Website: https://azzadasset.com