Hoopoe Advisors

EST. AUM
$609,980,528

CONTACTS
1

CLIENT ACCOUNTS
626

Firm Details

Metro area Boston
CRD Number 282573
Website hoopoeadvisors.com
Client types

Overview

Strengthening Families & Communities LLC (operating professionally as Hoopoe Advisors) is an independent, SEC-registered investment adviser (RIA) headquartered in Boston, Massachusetts. Founded in 2016 by CEO and Co-CIO M. Bilal Kaleem alongside Partner and CCO Suleiman Ali, the specialized boutique wealth management firm operates under a strict 100% fiduciary mandate of care. The practice uniquely occupies a prominent national niche serving the Muslim American community and values-focused investors. It crafts comprehensive wealth strategies, multi-scenario lifestyle retirement tracks, and custom estate frameworks that align modern U.S. legal requirements with traditional Islamic Sharia compliance guidelines. Alongside individual high-net-worth individual retail management, Hoopoe Advisors acts as a premier institutional partner for faith-based nonprofits and charitable bodies—helping them navigate tax-efficient stock donations, donor-advised funds (DAFs), family foundations, and long-term endowment growth. Their underlying investment methodology rejects short-term speculative market timing, engineering globally diversified, ethically screened, and socially responsible asset allocation models made up of liquid individual equities, fixed-income vehicles, and exchange-traded funds (ETFs).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hoopoe Advisors

Platform Details

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