Shikiar Asset Management Inc

RIASEC Registered

Total AUM

$564M

Discretionary

$557M

99% of AUM

Avg account

$2.4M

Accounts

238

Employees

6

Advisory reps

4

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

FINTRX

Overview

Shikiar Asset Management Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1993. The firm provides fee-based wealth management, focusing on portfolio management and financial planning for individual clients, families and small-business owners; institutions are also part of its client mix. Compensation is charged as a percentage of assets under management. Its filing-level disclosures indicate a preference for traditional equity exposure and the firm does not identify itself as an ESG-focused manager.

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 Equities66%
Cash & Cash Equivalents14%
Public Funds/Mutual Funds10%
US Government Bonds5%
State & Local Bonds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$20M in ETFs

Passive

100%

$20M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALERIAN MLP ETF (AMLP)		Passive	Energy Limited Partnership	$8.6M	165,825	43.01%

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Primary office

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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