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, corporation-structured registered investment adviser that has been SEC-registered since 2014 and is owned by an individual. The firm serves both high-net-worth individuals and institutional clients and provides a range of advisory services that include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and investment companies, and educational seminars. Its fee model combines AUM-based fees with the option for performance-based fees. The firm is not classified as an active ESG investor.
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 1
Aliredha Walji
Chief Executive OfficerCRD 6531250
Contacts
3 of 16
Rezwana 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
$142M in ETFs
100%
$142M
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 | $44.1M | 766,881 | 31.07% |
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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