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).

By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    766
    ACCOUNTS
  • Average Account Value
    $514,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NJ, NY, TX

Financial Advisors at Shulman Demeo Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James N. Demeo
CRD#: 1170034
3000 Marcus Avenue, Suite 3w1, Lake Sucess, NY 11042
96
Wealthminder
score

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.

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