Shariaportfolio, Inc.

RIASEC Registered

Total AUM

$3B

Discretionary

$3B

99% of AUM

Avg account

$963K

Accounts

3,125

Employees

Advisory reps

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

FINTRX

Overview

Shariaportfolio, Inc. is an independent registered investment adviser that has been registered with the SEC since 2014. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management while also employing performance‑based fee arrangements. Its advisory services span financial planning, portfolio management for individuals and small businesses, management of investment companies and pooled investment vehicles, institutional portfolios, and educational seminars and workshops. The firm is owned by an individual and does not describe itself as a capital allocator; instead it appears to implement client portfolios and allocate to external managers where appropriate. Shariaportfolio is not identified as an active ESG investor.