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SHULMAN DEMEO ASSET MANAGEMENT, LLC
CRD 142897 · SEC 801-67835
3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042, United States
Phone
516.708.9955
Fax
516.708.9951
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$815.4M
Discretionary AUM
$731.4M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; WRAP FEE
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ONGOING PORTFOLIO PLANNING AND CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $57.4M |
| High net worth individuals | 176 | $757.9M |
States served
LA, NJ, NY, NC, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD