| Advisor Profile |
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Virji Investments, Inc. is registered as an investment advisor with
the State of Florida, California, Illinois, Texas and Indiana. All
information contained herein is for informational purposes only and
does not constitute a solicitation or offer to sell securities or
investment advisory services.
Such an offer can only be made in States where Virji Investments,
Inc. is registered or where an exception from such registration is
available, and no new account will be accepted unless and until all
local regulations have been satisfied.
If you are a resident of the State of Florida, California, Illinois, Texas
or Indiana and are interested in our services, please e-mail us or
call and request our Disclosure Brochure (Part II of the Form ADV);
which provides detailed information about Virji Investments, Inc.
and any inherent risks that may be associated with our services. |
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About Virji Investments, Inc. |
| At Virji Investments, we strive to provide exceptional investment management services
for our clients. Our primary goal is the preservation and growth of our client's
portfolios. We will accomplish this through a disciplined approach to long-term
investing while providing superior client service. |
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General Information |
| Years of Experience in Financial Services: |
12
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| Name of Custodial Firm: |
TD Ameritrade
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
TD Ameritrade
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| States Willing to do Business in: |
Apopka,Mount Dora,Eustis,Winter Park,Sanford,Kissimmee,Maitland,Oviedo,Casselberry,Deland,Orlando,Titusville,Winter Springs,Deltona,Longwood,Ocoee,Winter Garden,New Smyrna Beach,Debary,Clermont,Altamonte Springs,Edgewater
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA)
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| Securities Licenses: |
Series 65
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Firm Information |
| Assets Managed by Advisor: |
$17,000,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000.00
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Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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Customers will receive a refund after providing a written request to discontinue services. |
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What is your approach to financial planning? |
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We are a fee-only advisory firm. Our management fees range between 1.00% to 2.00% depending on the amount of assets being managed. |
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What services do you offer? |
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We apply our years of experience and diligent research process to deliver a time-tested strategy to help you achieve your financial goals. We will spend the time necessary to demystify the investing process and explain our investment philosophy in plain English. |
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What services do you provide? What are your specialties? |
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We provide investment management services. We offer retirement accounts, education savings accounts and 401(k) plans for businesses. |
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What is your experience? How many clients do you currently manage? |
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We have been in business in Lake Mary for over 10 years. We have over 100 clients with over 250 accounts. |
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What financial institution(s) do you represent? |
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Virji Investments is an independent TD Ameritrade advisor. |
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