$1.8B Total AUM
$1.8B Disc. AUM
-- 3Y CAGR
18 Employees
1,543 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PioneerPrime catalyst +more
- Established Date
- 04-01-2000
- Office Locations
- 2
Office Locations
3141 Fairview Park Drive Suite 355 Falls Church VA
-- Southlake TX
About Azzad Asset Management, Inc.
Azzad Asset Management, Inc. is a Falls Church-based RIA with 2 offices. The firm has been operating for 26 years. Managing $1.8B in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company and Folio Investments. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
45 AVG AGE
$153.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.6 yrs AVG TENURE
18 Employees
12 Advisory Reps
6 RIA Reps
26yrs Firm Age
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Asset Classes
Crest delta Glacier Quantum bridge Fusion foundation Vertex capital Summit vital Timber vector
Client Personas
Atlas prime Unison Insight harbor
Custodian
Optima optima Meridian Eagle Radial fusion Unison signal North crest Matrix Unison delta Zenith eagle Vertex Signal Horizon Beacon Pathway Prime timber Beacon Optima horizon Wave meridian Oak Timber vital Glacier Ember catalyst Vital fusion Prime Radial Timber Harbor ridge Zenith Catalyst Vector quantum Fusion Vertex value
Fund Managers
Crest timber
Investment Themes
Vector element Insight Insight optima Summit pioneer Atlas momentum Horizon prime
Investment Vehicles
Catalyst wave
Platform
Unison Matrix element
Services
Wave Pioneer ridge Value value Beacon Capital delta North Capital north Fusion element Matrix oak Unison frontier
Technology
Momentum Ember Signal Beacon catalyst Radial Value Crest Beacon Horizon Matrix beacon
Owner & Executives
BASHAR MOHAMMAD QASEM
Chief Executive Officer, President
- CRD
- #4366470
- Ownership
- 25% but less than 50%
(888) 786-5749
matrix.north@foundationcapital.com
in linkedin.com/in/foundation-ridge
J
JAMAL MAHMOUD ELBARMIL
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
(854) 619-1920
north.optima@quantumcapital.com
in linkedin.com/in/timber-alpha
L
Legacy wave
Momentum foundation insight
- CRD
- #58197
- Ownership
- 34.8%
(682) 502-7089
ridge.timber@quantumcapital.com
in linkedin.com/in/legacy-oak
Showing 2 of 4 owners & executives
Unlock allContacts
EHAB ALALFEY
Investment Advisor
- CRD
- #5119583
(250) 971-6648
ridge.prime@quantumcapital.com
in linkedin.com/in/delta-optima
JOSHUA A BROCKWELL
Director
- CRD
- #5732391
(940) 972-8634
vital.focus@vectorcapital.com
in linkedin.com/in/legacy-legacy
D
Delta pioneer
Quantum bridge
- CRD
- #74033
(925) 204-9795
delta.wave@eaglecapital.com
in linkedin.com/in/momentum-quantum
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,819,099,866 | $100,564 |
| Non-Discretionary | $18,094,059 | $2,010,451 |
| Total | $1,837,193,925 | $101,514 |
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Separately Managed Accounts
Total SMA Asset: $1,339,012,388
Equity - Exchange:
50.5% Public Funds:
38.1% Cash:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,202,266,195 | 50.5% |
| Public Funds | $2,415,967,169 | 38.1% |
| Cash | $722,887,814 | 11.4% |
| Total | $6,341,121,178 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON SIGNAL BEACON | VALUE EAGLE | ZK1KBZOJ6 | GQGQ | 3.29% | $59,550,292 |
| WAVE BEACON | ELEMENT ALPHA | Z3CDXPIBG | YUO | 10.20% | $118,115,330 |
| PIONEER NORTH FOCUS | FOCUS NORTH | 64Q6ER60J | HENHJ | 7.74% | $119,554,492 |
| MOMENTUM ALPHA | SUMMIT FUSION | ON1HBRMUI | CAIIA | 12.55% | $89,137,248 |
| BRIDGE BEACON | QUANTUM PEAK | W937QFY0L | YSLW | 9.13% | $9,327,376 |
| VECTOR SIGNAL FOCUS | HORIZON BRIDGE | 8OQM1YZ7H | AMQ | 1.97% | $9,658,826 |
| UNISON CAPITAL UNISON | PIONEER OPTIMA | PGS2BOUPL | TQD | 7.35% | $27,553,208 |
| FOUNDATION NORTH | LEGACY VITAL | 26PQ3DVVG | PQSN | 9.86% | $68,156,272 |