CRD: 160774
Thales Investment Services, Inc.
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2012
- Office Locations
- 2
Office Locations
About Thales Investment Services, Inc.
Thales Investment Services is a Houston-based wealth manager focused on ethical, halal-compliant investing for socially responsible and Islamic clients. The team builds tailored portfolios and financial plans—emphasizing education, communication, and prudent risk management—to help with goals like retirement and home ownership without compromising values. Portfolios commonly use ETFs and mutual funds, with custody via Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ASIM NASEEM
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #6020608
- Ownership
- 75% or more
Mohammad Abdullah Hussaini
Investment Advisor Representative, PRINCIPAL
- CRD
- #7212222
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,355,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,355,906 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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