Overview

Assets Under Management: $1.5 billion
Headquarters: FALLS CHURCH, VA
High-Net-Worth Clients: 482
Average Client Assets: $2 million

Frequently Asked Questions

AZZAD ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #111291), AZZAD ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.

AZZAD ASSET MANAGEMENT, INC. is headquartered in FALLS CHURCH, VA.

AZZAD ASSET MANAGEMENT, INC. serves 482 high-net-worth clients according to their SEC filing dated October 24, 2024. View client details ↓

According to their SEC Form ADV, AZZAD ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓

AZZAD ASSET MANAGEMENT, INC. manages $1.5 billion in client assets according to their SEC filing dated October 24, 2024.

According to their SEC Form ADV, AZZAD ASSET MANAGEMENT, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓

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