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Home > Retirement Planners > florida > lake mary > SHARIAPORTFOLIO, INC.
SHARIAPORTFOLIO, INC.
1331 S. International Parkway
Suite 2291
Lake Mary, Florida 32746
Tel: 321-275-5125
About SHARIAPORTFOLIO, INC.
SHARIAPORTFOLIO, INC, formally registered with the SEC as SHARIAPORTFOLIO, INC. The firm was established in 12/16/2014. They have over 2 offices throughout the country.
SHARIAPORTFOLIO, INC. is a Lake Mary, Florida based Financial Planning firm with nearly $832,278,299 assets under management, offering retirement planning & investment advisory services to 1873 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173937 |
| SEC# | 801-80652 |
| Assets Managed by Firm | $832,278,299 |
| No. of Clients | 1873 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1873 | $832,278,299 |
| Individuals (other than high net worth individuals) | 698 | $92,050,788 |
| High net worth individuals | 41 | $73,203,481 |
| Pension and profit sharing plans | 8 | $9,366,581 |
| Charitable organizations | 25 | $1,695,466 |
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