Shariawiz Advisory
Firm details
- Headquarters
- Folsom, California
- CRD number
- 342423
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Shariawiz Advisory is organized as a limited liability company and is registered in California. The firm provides fee-based advisory services under a fixed-fee model, with a service mix that includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. It identifies an affiliation with an insurance company and is not positioned as an active ESG investor or a multi-state adviser.
Assets & Accounts
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
Location
Folsom, CA
Sacramento
Location
Folsom, CA
Headquartered in Folsom, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 101 Parkshore Dr
- Time zone
- PT (UTC-8)
- Office locations
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