This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2003
- Office Locations
- 1
Office Locations
About Virji Investments, Inc.
Virji Investments, Inc. (est. 2003) is an independent, fee-only fiduciary providing long-term, disciplined investment management and customized portfolio construction aligned to clients’ goals and risk tolerance. The firm emphasizes preservation and growth, with regular reporting and online account access. Public filings indicate equity ETF-based implementation, with Schwab as a primary custodian.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NAUSHAD VIRJI
PORTFOLIO MANAGER, President
- CRD
- #5027106
- Ownership
- 75% or more
Sabinah Zulfikar Amershi
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ALLAN MICHAEL PAULL
Senior Investment Advisor
- CRD
- #2231528
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,018,751 | -- |
| Non-Discretionary | $504,346 | -- |
| Total | $33,523,097 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing