Shikiar Asset Management Inc
SEC RegisteredProtecting What You've Built
About the firm
Shikiar Asset Management, Inc. is a New York City–based independent RIA, 100% employee-owned and founded in 1995. With an investment team averaging over 25 years of experience, the firm offers separately managed accounts focused on consistent returns and downside protection. As both investment manager and trusted advisor, the firm provides a white-glove experience, coordinating closely with accountants, attorneys, trustees, and other advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts, investment management, and strategic wealth planning, with coordination across accountants, attorneys, trustees, and other advisors to provide a comprehensive, white-glove advisory experience.
Who they serve
High net worth individuals, families, trusts, foundations, and tax-exempt portfolios.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 135 | $516M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.25% |
| Next $5 million | 1.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shikiar Asset Management Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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