Overview
Assets Under Management: $679 million
Headquarters: LAKE SUCCESS, NY
High-Net-Worth Clients: 167
Average Client Assets: $4 million
Frequently Asked Questions
SHULMAN DEMEO ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142897), SHULMAN DEMEO ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHULMAN DEMEO ASSET MANAGEMENT, LLC is headquartered in LAKE SUCCESS, NY.
SHULMAN DEMEO ASSET MANAGEMENT, LLC serves 167 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, SHULMAN DEMEO ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SHULMAN DEMEO ASSET MANAGEMENT, LLC manages $679 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, SHULMAN DEMEO ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 884
Discretionary Accounts: 858
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 142897
Last Filing Date: 2024-02-28 00:00:00
Website: https://shulmandemeo.com