Overview
Assets Under Management: $843 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $149 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.70
Average High-Net-Worth Client Assets: $149 million
Total Client Accounts: 28,560
Discretionary Accounts: 28,558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 242793
Filing ID: 2007933
Last Filing Date: 2025-08-05 16:09:00
Website: https://wahed.com