Overview
Assets Under Management: $679 million
Headquarters: LAKE SUCCESS, NY
High-Net-Worth Clients: 167
Average Client Assets: $4 million
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