Asim Sheikh
Asim Sheikh is a registered investment advisor at Sheikh Investments, INC., based in Columbus, OH, with 33 years of industry experience. Asim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 146 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be negotiated.
Fee Estimator
Location
5001 Horizons Dr., Suite 202, Columbus, OH, 43220
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Asim is the President, CEO, and owner of Sheikh Investments, Inc., a registered investment advisor, dedicating nearly full-time hours to this role. He is also a landlord for Sheikh Properties, a board member of St Brendan Athletic Assoc, involved with Global Currency Fund, and has a fixed insurance business with Lincoln Financial, dedicating a few hours per week.
Employment History
Current Registrations
Sheikh Investments, INC.
Previous Registrations
Moneyblock
TradingblockBroker
Brokersxpress LLC
Brokersxpress LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.