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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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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