Virji Investments, Inc.

RIASEC Registered
Total AUM
$33.5M
Discretionary
$33M
98% of AUM
Avg account
$216K
Accounts
155
Employees
4
Advisory reps
3

Firm details

Headquarters
Lake Mary, Florida
CRD number
137001
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI52.92%
  • Individuals47.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Virji Investments, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on portfolio management for individuals, small businesses, and institutional clients. Its client base is primarily individual and family accounts. Compensation is by percentage of assets under management and the firm also charges performance-based fees. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. It reports affiliations that include acting as an investment adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 2%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities2%

Contacts

3 of 3
  • Naushad Virji

    Naushad Virji

    Founder & Chairman of the BoardCRD 5027106

  • Allan Paull

    Allan Paull

    Investment Advisor RepresentativeCRD 2231528

  • Sabinah Amershi

    Client Service ManagerCRD 8037759

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth