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Home > Retirement Planners > new york > lake success > SHULMAN DEMEO ASSET MANAGEMENT, LLC
SHULMAN DEMEO ASSET MANAGEMENT, LLC
3000 Marcus Avenue
Suite 3w1
Lake Success, New York 11042
Tel: 516.708.9955
About SHULMAN DEMEO ASSET MANAGEMENT, LLC
SHULMAN DEMEO ASSET MANAGEMENT, LLC, formally registered with the SEC as SHULMAN DEMEO ASSET MANAGEMENT, LLC. The firm was established in 04/26/2007. They have over 1 offices throughout the country.
SHULMAN DEMEO ASSET MANAGEMENT, LLC is a Lake Success, New York based Financial Planning firm with nearly $678,593,489 assets under management, offering retirement planning & investment advisory services to 884 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142897 |
| SEC# | 801-67835 |
| Assets Managed by Firm | $678,593,489 |
| No. of Clients | 884 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (WRAP FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ONGOING PORTFOLIO PLANNING AND CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 884 | $678,593,489 |
| Individuals (other than high net worth individuals) | 195 | $77,340,563 |
| High net worth individuals | 162 | $601,252,926 |
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