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SHARIAPORTFOLIO, INC.

1331 S. International Parkway
Suite 2291
Lake Mary, Florida 32746
Tel: 321-275-5125

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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 StatusApproved
Firm CRD#173937
SEC#801-80652
Assets Managed by Firm$832,278,299
No. of Clients1873
No. of Advisors11

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 ClientsAUM
Firm Total1873$832,278,299
Individuals (other than high net worth individuals)698$92,050,788
High net worth individuals41$73,203,481
Pension and profit sharing plans8$9,366,581
Charitable organizations25$1,695,466

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