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Virji Investments, Inc.

Headquartered in LAKE MARY, FL

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Firm Information

Virji Investments, Inc. is an investment advisor specializing in portfolio management for individuals and businesses. They manage approximately $31.4 million in assets for 149 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Their services include portfolio management, with a focus on both discretionary and non-discretionary accounts. Virji Investments also offers a wrap fee program.

Virji Investments, Inc.

$31.44M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

VIRJI INVESTMENTS, INC. has a total of 3 branch locations across the country.
location

WESLEY CHAPEL, FL

location

LAKE MARY, FL

location

LONGWOOD, FL

Advisors at Virji Investments, Inc.

View All 2 Advisors
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Naushad Virji

RA

WESLEY CHAPEL, FL

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Allan Michael Paull

RA

LAKE MARY, FL

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Disclosures

There are no public disclosures for Virji Investments, Inc..

Frequently Asked Questions (7)

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