Overview
Assets Under Management: $261 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
SHARIAPORTFOLIO, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173937), SHARIAPORTFOLIO, INC. is subject to fiduciary duty under federal law.
SHARIAPORTFOLIO, INC. is headquartered in LAKE MARY, FL.
SHARIAPORTFOLIO, INC. serves 65 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, SHARIAPORTFOLIO, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
SHARIAPORTFOLIO, INC. manages $261 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, SHARIAPORTFOLIO, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,054
Discretionary Accounts: 1,857
Non-Discretionary Accounts: 197
Regulatory Filings
CRD Number: 173937
Filing ID: 2045018
Last Filing Date: 2026-01-26 11:10:44