ALLIED ASSET ADVISORS INC
Adviser information for ALLIED ASSET ADVISORS INC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $25,000 |
| Non-Discretionary | 1 | $163.3M |
| Total | 3 | $163.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $163.3M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $25,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-57323 |
|---|---|
| SEC ERA File Number | 801-57323 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112441 |
| Legal Entity Identifier | None |
Principal Office
8925 S KOSTNER AVENUEHOMETOWN
IL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 877-417-6161, Fax: None
Chief Compliance Officer
MOHAMAD NASIR
8925 S KOSTNER AVENUE
HOMETOWN
IL
United States
Tel:
877-417-6161
M*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE NORTH AMERICAN ISLAMIC TRUST, INC. | Domestic Entity | – | SHAREHOLDER | 12/1999 | > 75% |
| SAIDI, GADDOOR | Individual | – | DIRECTOR | 12/1999 | < 5% |
| CHEEMA, MUJEEB-UR-REHMAN | Individual | – | DIRECTOR | 12/1999 | < 5% |
| OSMAN, BASSAM | Individual | – | CHIEF EXECUTIVE OFFICER | 12/1999 | < 5% |
| SARODI, MOHAMMAD, ALI | Individual | – | DIRECTOR | 04/2004 | < 5% |
| MALIK, MUHAMMAD, FAROOQ | Individual | – | DIRECTOR | 09/2000 | < 5% |
| Obeidallah, Salah | Individual | – | PRESIDENT/CHIEF FINANCIAL OFFICER | 12/2015 | < 5% |
| Nasir, Mohamad | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |