RIA Intel›Advisers›Florida›VIRJI INVESTMENTS, INC.

VIRJI INVESTMENTS, INC.

Advisory

LAKE MARY, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL

#1,784

of 2,610 advisers by AUM

Average account

$216K

across 155 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$34M

Discretionary AUM$33M

Non-Discretionary AUM$504K

Discretionary %98.5%

Total Clients58

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, FL, IL, IN, NJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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