SHULMAN DEMEO ASSET MANAGEMENT, LLC

LAKE SUCCESS, New York·2 registered advisors·CRD# 142897
SEC# 801-678350516.708.9955
01

Firm Overview

AUM
$679M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: WRAP FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHULMAN DEMEO ASSET MANAGEMENT, LLC

2 registered advisors
James Nicholas Demeo
LAKE SUCCESS, New York
Jason Harold Shulman
LAKE SUCCESS, New York
05

Office Locations

LAKE SUCCESS, New York
2 advisors

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Data sourced from SEC Form ADV filings. SHULMAN DEMEO ASSET MANAGEMENT, LLC (CRD# 142897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.