Sheikh Investments, Inc.

RIASEC Registered

Total AUM

$126M

Discretionary

$0

0% of AUM

Avg account

$759K

Accounts

166

Employees

2

Advisory reps

2

Firm details

Headquarters: Columbus, Ohio
CRD number: 305832
Website: sheikhinvestments.co
Custodians: INVESTMENT MANAGEMENT COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.02%
Individuals25.31%
Corporations / Businesses4.78%
Pension & Profit Sharing Plans3.25%
Charitable Organizations2.64%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sheikh Investments, Inc. is an independent, privately owned registered investment adviser that serves individual, family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Sheikh Investments reports it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Public Funds/Mutual Funds47%
Cash & Cash Equivalents3%

Contacts

2 of 2

Asim Sheikh
PresidentCRD 2242300
Andrew Meadows
Financial AdvisorCRD 5573293

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Franklin
Address: 5001 Horizons Dr
Time zone: ET (UTC-5)
Office locations

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