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SHEIKH INVESTMENTS, INC.
CRD 305832
5001 HORIZONS DR., SUITE 202, COLUMBUS, OH, 43220, United States
Phone
614-824-4652
Fax
614-992-7754
Registration
— (—)
Source
State registered
Total AUM
$126.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $31.9M |
| High net worth individuals | 33 | $80.7M |
| Pension/profit sharing plans | 3 | $4.1M |
| Charitable organizations | 2 | $3.3M |
| Corporations/business entities | 8 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD