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Ibtasam Mahmood

Azzad Asset Management, Inc.

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About Ibtasam Mahmood

Ibtasam Mahmood is a financial professional with over 10 years of experience in the industry. Ibtasam is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered as an investment advisor representative with Azzad Asset Management, Inc.. Ibtasam has previously worked for firms such as Triad Advisors LLC, Scottrade, Inc. and TD Ameritrade, Inc..

Firm Information

Ibtasam Mahmood 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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Ibtasam Mahmood’s Registration & Firm History

VA

01/24/2019 - Present

Azzad Asset Management, Inc. (FALLS CHURCH VA)

VA

04/25/2018 - 12/24/2018

TRIAD ADVISORS LLC (LEESBURG VA)

VA

08/04/2016 - 03/08/2018

SCOTTRADE, INC. (VIENNA VA)

VA

10/09/2014 - 07/25/2016

TD AMERITRADE, INC. (RESTON VA)

VA

09/05/2005 - 09/17/2014

PFS INVESTMENTS INC. (SPRINGFIELD VA)

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Licenses & Designations

BOTH

Issued 10/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/30/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/04/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ibtasam Mahmood.
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