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Naushad Virji

SHARIAPORTFOLIO, INC.·LAKE MARY, Florida
Clean recordSHARIAPORTFOLIO, INC.
1331 S. INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 5027106Firm CRD# 173937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Naushad Virji · LAKE MARY, FL
Registration
CRD #5027106 · SHARIAPORTFOLIO, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Naushad Virji is a registered financial advisor based in LAKE MARY, Florida, affiliated with SHARIAPORTFOLIO, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SHARIAPORTFOLIO, INC.
SHARIAPORTFOLIO, INC.
AUM
$832M
Regulatory assets under management
Employees
11
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5027106
Firm CRD# 173937
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Naushad Virji offer?
Naushad Virji specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Naushad Virji's credentials?
Naushad Virji is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Naushad Virji located?
Naushad Virji is based in LAKE MARY, Florida, working with SHARIAPORTFOLIO, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Naushad Virji charge for services?
Naushad Virji's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHARIAPORTFOLIO, INC.?
SHARIAPORTFOLIO, INC. has approximately 11 employees and manages $832M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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