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Deborah Lynn Klein

Azzad Asset Management, Inc.

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About Deborah Lynn Klein

Deborah Klein is a financial advisor with Azzad Asset Management, Inc., with over 30 years of experience in the industry. Deborah is registered as an Investment Advisor Representative in Virginia and Wisconsin. Deborah specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. She is a Certified Financial Planner and holds the Series 7 and Series 65 licenses. Deborah has previously worked with several financial institutions including U.S. Bancorp Piper Jaffray, Bank of America Securities, and Montgomery Securities.

Firm Information

Deborah Klein is currently registered with Azzad Asset Management, Inc.. Azzad Asset Management, Inc. is an investment advisor headquartered in FALLS CHURCH, VA. The firm has approximately $1 billion - $10 billion in assets under management. They primarily advise insurance companies, investment companies, charitable organizations, high-net-worth individuals, and other investment advisors. Azzad Asset Management, Inc. provides financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. The firm also participates in wrap fee programs.
Azzad Asset Management, Inc.

3141 FAIRVIEW PARK DRIVE

FALLS CHURCH, VA 22042-4533

$1.49B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Klein’s Registration & Firm History

VA

11/01/2023 - Present

Azzad Asset Management, Inc. (FALLS CHURCH VA)

MN

06/26/2002 - 07/28/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

10/01/1997 - 07/18/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

06/24/1992 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NY

07/26/1989 - 06/12/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

02/14/1989 - 08/07/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 06/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Lynn Klein.
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