Shariawiz Advisory

Overview

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