Montaser Takrouri
Azzad Asset Management · Chicago , Illinois
Montaser Takrouri is a fee-only financial advisor at Azzad Asset Management in Chicago , Illinois. Montaser charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
- High earners
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Azzad Asset Management |
|---|---|
| Based in | Chicago , Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.84B across 18,098 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8355081 |
| Exams passed | Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.azzadasset.com |
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Questions about Montaser
Is Montaser Takrouri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Montaser holds no broker registration, and Azzad Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Montaser charge for financial advice?
Montaser charges a percentage of assets.
How much does Montaser charge?
According to Azzad Asset Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Montaser work with clients virtually?
Yes. Azzad Asset Management says on its website that it works with clients remotely.
Where is Montaser Takrouri based?
Montaser Takrouri is based in Chicago , Illinois.
What does Montaser specialize in?
Montaser's specialties include retirement planning, tax planning, estate & legacy planning, physicians & residents and small business owners. Montaser works with physicians, high earners, retirees, pre-retirees and multi-generational families.
Is Montaser Takrouri registered with the SEC?
Yes. Montaser Takrouri is registered as an investment adviser representative in IL (CRD 8355081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azzad Asset Management manage?
Azzad Asset Management reports $1.84B across 18,098 accounts in assets under management.
How do I contact Montaser Takrouri?
Through Montaser's website, www.azzadasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Azzad Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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