Shulman Demeo Asset Management, LLC
Shulman Demeo Asset Management, LLC (CRD# 142897) is a financial advisory firm headquartered in Lake Sucess, NY. They manage $393,824,194 in 766 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management394MILLION
Total Number of Accounts766ACCOUNTS
Average Account Value$514,131
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, LA, NJ, NY, TX
James Demeo (CRD# 1170034) is an Investment Advisor Representative working at Shulman Demeo Asset Management, LLC in Lake Sucess, NY and has over 32 years of experience in the finance industry.