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CRD 111291
FALLS CHURCH, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BASHAR MOHAMMAD QASEM | n/a | FALLS CHURCH, VA | 22 | 28 | n/a | no |
| AYMAN SALIM KHALIL | n/a | FALLS CHURCH, VA | 14 | 25 | n/a | no |
| FATIMA KHALID IQBAL | Certified Financial Planner | FALLS CHURCH, VA | 13 | 18 | n/a | no |
| EHAB ALALFEY | n/a | FALLS CHURCH, VA | 10 | 18 | 2 | no |
| Ibtasam Mahmood | Certified Financial Planner | FALLS CHURCH, VA | 7 | 20 | 5 | no |
| JOSHUA A BROCKWELL | n/a | FALLS CHURCH, VA | 6 | 13 | n/a | no |
| Deborah Lynn Klein | Certified Financial Planner | FALLS CHURCH, VA | 6 | 37 | n/a | no |
| Reem Hussein | Certified Financial Planner | FALLS CHURCH, VA | Southlake, TX | 5 | 11 | 1 | no |
| Atta Mohammad Khan | n/a | FALLS CHURCH, VA | 3 | 11 | n/a | no |
| Tameem Bashar Qasem | n/a | FALLS CHURCH, VA | 1 | 11 | n/a | no |
| SAMER ESHMAWY | Certified Financial Planner | FALLS CHURCH, VA | 0 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ELBARMIL, JAMAL, MAHMOUD | VICE PRESIDENT AND SHAREHOLDER | B | yes | 04/2000 | Jan 30, 2026 | Jan 30, 2026 |
| QASEM, BASHAR, MOHAMMAD | PRESIDENT, CEO AND SHAREHOLDER | C | yes | 08/2000 | Jan 30, 2026 | Jan 30, 2026 |
| FOUZ, MANAL | Shareholder | B | no | 03/2007 | Jan 30, 2026 | Jan 30, 2026 |
| LOVE, LEJEANA, LATRICE | CHIEF COMPLIANCE OFFICER | Na | no | 01/2026 | Jan 30, 2026 | Jan 30, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 30, 2026 | $1.8B | $1.8B | 18 | 12 | 0 | n/a | n/a |
| 2024 | Mar 10, 2025 | $1.6B | $1.6B | 15 | 8 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.5B | $1.5B | 15 | 8 | 0 | n/a | n/a |
| 2022 | Feb 21, 2023 | $1.2B | $1.2B | 15 | 8 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $1.3B | $1.3B | 16 | 9 | 0 | n/a | n/a |
| 2020 | Mar 17, 2021 | $1.1B | $1.1B | 16 | 9 | 0 | n/a | n/a |
| 2019 | Mar 23, 2020 | $812M | $804M | 16 | 9 | 0 | n/a | n/a |
| 2018 | Mar 25, 2019 | $608M | $600M | 13 | 8 | 0 | n/a | n/a |
| 2017 | Mar 21, 2018 | $599M | $590M | 10 | 9 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $488M | $481M | 12 | 7 | n/a | n/a | n/a |
| 2015 | Feb 27, 2016 | $440M | $422M | 12 | 7 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $388M | $371M | 11 | 8 | n/a | n/a | n/a |
| 2013 | Feb 21, 2014 | $309M | $296M | 12 | 8 | n/a | n/a | n/a |
| 2012 | Feb 13, 2013 | $251M | $246M | 14 | 11 | n/a | n/a | n/a |
| 2011 | Mar 23, 2012 | $171M | $167M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.8B | $1.6B | 13.7% | $1.2B | 14.4% | 18 | 15 | 0 | 0 |