Shikiar Asset Management Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 107533
- Registered since
- June 3, 1993
- Website
- www.shikiar.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.49%
- Corporations / Businesses8.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shikiar Asset Management Inc is an independent, SEC-registered registered investment adviser that has been operating since 1993. The firm is owned by an individual and serves a mix of individual and family clients as well as institutional clients. Its core advisory services are financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. Shikiar does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and does not act as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds10%
- US Government Bonds5%
- State & Local Bonds4%
Owners & executives
3 of 4
Diane Mcdermott
Partner & Chief Compliance OfficerCRD 1413015
Samuel Shikiar
Co-ceoCRD 4975634
Stuart Shikiar
Co-Chief Executive Officer, Chief Investment OfficerCRD 422111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$21.6M in ETFs
100%
$21.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $8.8M | 169,155 | 40.59% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1350 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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