Shulman Demeo Asset Management, Llc
Lake Success, New York
Shulman Demeo Asset Management, LLC, based out of Lake Success, NY, is a small investment advisory firm that provides a range of financial services. With a total of five employees, including two experienced investment advisors, the firm manages an average of approximately $72,400,000 in assets per advisor, which falls within the industry average. Their compensation structure is diverse and includes a percentage of assets under management as well as performance-based fees. Having built a solid reputation, Shulman Demeo Asset Management, LLC boasts over 200 individual clients and manages a substantial $579,755,000 in assets. The ma...
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Assets Under Mgmt

$579.76M

Investment Professionals

2

Locations

0

% 401K & Individual

11%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: ONGOING PORTFOLIO PLANNING AND CONSULTING
Other Business Activities
Insurance broker or agent
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