Shafaq Naeem Kazi
Investment adviser representative at Shariaportfolio, Inc.
13 yearsExperience
2 statesRegistered in
$3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Shariaportfolio, Inc.Nov 2017 to now
- UnemployedJul 2017 to Nov 2017
- Bayyinah LLCJan 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Shariaportfolio, Inc.
$3BAssets managed
935Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6903774
- Firm CRD
- 173937