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Habib Anwar

Shariaportfolio, Inc.

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About Habib Anwar

Habib Anwar is an investment advisor representative with Shariaportfolio, Inc. Habib Anwar is registered in 20 states. The firm has offices in LAKE MARY, FL. Habib Anwar has a total of 23 years of experience in the securities industry. Habib Anwar's current employer, Shariaportfolio, Inc., is a registered investment advisor, which provides financial advice to individuals and families. Habib Anwar is also an investment advisor representative for the firm.

Firm Information

Habib Anwar is currently registered with Shariaportfolio, Inc.. Shariaportfolio, Inc. is an investment advisor headquartered in LAKE MARY, FL. They provide portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer educational seminars. The firm manages approximately $832 million in assets for a diverse client base, including high-net-worth individuals, investment companies, charitable organizations, and pension plans. Shariaportfolio, Inc. is committed to providing investment solutions that are compliant with Islamic principles.
Shariaportfolio, Inc.

1331 S. INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$832.28M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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Habib Anwar’s Registration & Firm History

FL

07/22/2024 - Present

Shariaportfolio, Inc. (LAKE MARY FL)

CO

06/11/2020 - 01/15/2021

EDWARD JONES (FT COLLINS CO)

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Licenses & Designations

BOTH

Issued 07/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Habib Anwar.
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