Shikiar Asset Management Inc

Overview

Shikiar Asset Management Inc is an independent, privately owned registered investment adviser that has been active since 1993. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not provide pension consulting or claim related-adviser status. Shikiar’s public filings and asset mix indicate a clear equity orientation, with exchange-traded equities representing the most commonly used instrument in client portfolios. Management appears to run client accounts on a largely discretionary basis.

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Public Holdings

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Location & Offices