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Building 2SHULMAN DEMEO ASSET MANAGEMENT, LLC

Map pinLAKE SUCCESS, NY
Phone516.708.9955
NotebookSEC #801-67835
Total AUM
$815.4M
Employees
6
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS
NY 11042
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
516.708.9955

ReceiptFinancials

Total AUM
$815.4M
Accounts
895
Discretionary
$731.4M
Accounts
867
Non-Discretionary
$83.9M
Accounts
28

ContactClients

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Individual Clients
180
AUM
$57.4M
HNW Individual Clients
176
AUM
$757.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ONGOING PORTFOLIO PLANNING AND CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLANCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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