Shariaportfolio, Inc.

Overview

Shariaportfolio, Inc. is an SEC registered investment adviser based in Lake Mary, FL, registered since 2014. It reports $3B in assets under management across 3,125 accounts, with 21 employees. It has 7 investment adviser representatives.

Reported AUM

$3B

Discretionary

99%

Accounts

3,125

Average account

$963K

Employees

21

Advisory reps

7

Registered since

2014

Jurisdictions

24

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 10

• Aliredha Munir Walji Chief Executive Officer CRD 6531250
• Lori A Sabino Chief Compliance Officer CRD 8247585
• Aniz Virji Shareholder CRD 7893754

7 more executive officers, with direct contact details

Advisory reps 3 of 7

• Rezwana Abed Investment Adviser Rep CRD 7336581
• Habib Anwar Investment Adviser Rep CRD 7232172
• Shafaq Naeem Kazi Investment Adviser Rep CRD 6903774

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1331 S International Pkwy Ste 2291
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 24 jurisdictions

Every state, with registration dates

Similar firms near Lake Mary

• Capacuity LLCLake Mary, FL$13.9B AUM
• Newport Group Consulting, LLCLake Mary, FL$5.1B AUM
• Jackson Wealth Management, LLCLake Mary, FL$1.1B AUM
• QTR Family Wealth, LLCLake Mary, FL$749M AUM
• Collaborative WealthLake Mary, FL$653M AUM