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SHARIAPORTFOLIO, INC.
LAKE MARY, FL
321-275-5125
SEC #801-80652Total AUM
$3B
Employees
21Clients
935Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1331 S. INTERNATIONAL PARKWAY
SUITE 2291
LAKE MARY
FL 32746
United States
SUITE 2291
LAKE MARY
FL 32746
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
321-275-5125
Financials
Total AUM
$3B
Accounts
3,125Discretionary
$3B
Accounts
3,043Non-Discretionary
$15.9M
Accounts
82
Clients
Individual Clients
796AUM
$132.2M
HNW Individual Clients
71AUM
$142.6M
Investment Company Clients
11AUM
$2.7B
Pooled Vehicle Clients
1AUM
$2.7M
Pension/Profit Sharing Plan Clients
15AUM
$8.3M
Charitable Organization Clients
41AUM
$7.5M
Services
Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINKYLAMAMDMIMNMONCNJNYOHPATNTXVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.