$126.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
6 yrs Firm Age
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- Custodian
- American Funds
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2020
- Office Locations
- 1
Office Locations
5001 Horizons Dr. Suite 202 Columbus OH
About Sheikh Investments, Inc.
Sheikh Investments is an independent investment adviser in Columbus, Ohio, affiliated with the Money Block broker-dealer. The firm provides financial planning and ongoing portfolio construction/asset allocation for clients including entrepreneurs, supported by technology platforms. Portfolios are primarily ETF- and mutual fund-based.
Team overview
45 AVG AGE
$63.0M AVG AUM / ADVISOR
$759.0K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Available
Available
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Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ASIM SHEIKH
Chief Compliance Officer, President
- CRD
- #2242300
- Ownership
- 75% or more
Available
Available
Available
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ANDREW KYLE MEADOWS
Financial Advisor
- CRD
- #5573293
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $126,001,220 | -- |
| Total | $126,001,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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