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SHULMAN DEMEO ASSET MANAGEMENT, LLC
Investment Advice|LAKE SUCCESS, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$757.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 680.0M |
| Non-Discretionary | 77.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 142897 |
| SEC Number | 801-67835 |
| Street Address | 3000 MARCUS AVENUE |
| Street Address 2 | SUITE 3W1 |
| Location | LAKE SUCCESS, NY 11042 |
| Country | United States |
| Phone | 516.708.9955 |
| Fax | 516.708.9951 |
| Total Employees | 5 |
| Business Types | insurance_broker |
Client Count by Type (356 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 189 |
| High Net Worth Individual… | 167 |
County data not available for this organization.