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SHARIAPORTFOLIO, INC.
CRD 173937 · SEC 801-80652
1331 S. INTERNATIONAL PARKWAY, SUITE 2291, LAKE MARY, FL, 32746, United States
Phone
321-275-5125
Fax
321-275-5126
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.01B
Discretionary AUM
$2.99B
Team
21 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 796 | $132.2M |
| High net worth individuals | 71 | $142.6M |
| Investment companies | 11 | $2.72B |
| Pooled investment vehicles | 1 | $2.7M |
| Pension/profit sharing plans | 15 | $8.3M |
| Charitable organizations | 41 | $7.5M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NJ, NY, NC, OH, PA, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD