Ibtasam Mahmood
Investment adviser representative at Azzad Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Azzad Asset Management, Inc.Jan 2019 to now
- Amj Financial Wealth ManagementApr 2018 to Dec 2018
- Triad Advisors LLCApr 2018 to Dec 2018
- PNCMar 2018 to Mar 2018
- ScottradeJul 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Azzad Asset Management, Inc.
$1.8BAssets managed
1,543Clients
11Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5016946
- Firm CRD
- 111291