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Syed Khalid Lateef

SHARIAPORTFOLIO, INC.·LAKE MARY, Florida
Unclaimed Profile
1331 S. INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 6933175Firm CRD# 173937
01

About

Syed Khalid Lateef 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.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

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

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6933175
Firm CRD# 173937
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Syed Khalid Lateef offer?
Syed Khalid Lateef specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Syed Khalid Lateef's credentials?
Syed Khalid Lateef is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Syed Khalid Lateef located?
Syed Khalid Lateef 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 Syed Khalid Lateef charge for services?
Syed Khalid Lateef'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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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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