Ibtasam
Mahmood
Azzad Asset Management, Inc
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About this Advisor
Ibtasam Mahmood is a financial advisor based out of Falls Church, Virginia who has 4 years of relevant experience. Mahmood is currently employed by Azzad Asset Management, Inc. During their career, Mahmood has held roles at Primerica Financial Services, Pfs Investments Inc, Td Ameritrade, Scottrade, Pnc, Triad Advisors LLC, Amj Financial Wealth Management and Azzad Asset Management. Mahmood holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is able to work in Virginia. Azzad Asset Management, Inc is a business that has its headquarters in Falls Church, VA. It manages $1 billion in assets between its 1,530 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to 39 charitable organizations. Of its 1,530 customer accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. Azzad Asset Management, Inc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fees billed by Azzad Asset Management, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Azzad Asset Management, Inc Brokerage Details
$1,225,890,577
15
1,530
$801,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ibtasam Mahmood Work History
Ibtasam has been registered as a financial advisor for 4 years.*
Azzad Asset Management
Pnc
Triad Advisors LLC
Amj Financial Wealth Management
Scottrade
Td Ameritrade
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ibtasam Mahmood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Azzad Asset Management, Inc
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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