SHARIAPORTFOLIO, INC.
Firm details
- Headquarters
- LAKE MARY, Florida
- CRD number
- 173937
- Registered since
- December 16, 2014
- Website
- shariaportfolio.com
- Custodians
- CHARLES SCHWAB & CO., INC., BITGO FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies90.26%
- HNWI4.74%
- Individuals4.39%
- Pension & Profit Sharing Plans0.28%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Shariaportfolio, Inc. is an independent registered investment adviser that has been SEC-registered since 2014 and is owned by an individual. The firm advises both individual and family clients as well as institutional clients, offering financial planning, portfolio management for a range of client types (individuals, small businesses, pooled vehicles and investment companies), and educational seminars. Compensation arrangements include a percentage-of-AUM fee schedule and the use of performance-based fees. The firm is not identified as an active ESG investor in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities41%
- Cash & Cash Equivalents5%
- Other4%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1ALIREDHA WALJI
Chief Executive OfficerCRD 6531250
Contacts
3 of 16Rezwana Abed
Investment AdvisorCRD 7336581
Perwaize Ahmed
OwnerCRD 6933176
Mahdi Walji
Registered Investment AdvisorCRD 8206110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$117M in ETFs
100%
$117M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS) | SP Funds | Passive | Large Growth | $33.9M | 703,556 | 28.94% |
Location
LAKE MARY, FL
SEMINOLE
Location
LAKE MARY, FL
Headquartered in LAKE MARY, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- SEMINOLE
- Address
- 1331 S International Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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