Advisor at Virji Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Virji Investments, Inc.
Location
Lake Mary, FL 32746
Credentials
Series 66
Industry experience
17 years
Allan Paull is a financial advisor at Virji Investments, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked with Virji Investments since 2011 and Shariaportfolio, Inc. since 2014. In addition to his advisory roles, he is also involved in insurance sales. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and serves as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to create tailored asset-allocation portfolios and offers both active and passive investment strategies, including Sharia-compliant options.
Based on Virji Investments, Inc.
$0 - $99,999: 2.00% annually $100,000 - $499,999: 1.60% annually $500,000 - $999,999: 1.20% annually $1,000,000+: 1.00% annually
Performance Trading Fee: 25% of trading profits over 1.00% quarterly high watermark; minimum account size $500,000 and must meet SEC Rule 205-3(d)(1) requirements (e.g., $1,100,000 under management or $2,200,000 net worth).
Account minimum: $50,000 Fee-only: Fee-only registered investment advisor; no commissions received from third parties.
1331 S. International Pkwy, Suite 2291
Lake Mary, FL 32746
Florida
Shariaportfolio, Inc.
2014 - Present (12 years)
Virji Investments, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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