Shulman Demeo Asset Management, LLC
Shulman Demeo Asset Management, LLC (CRD# 142897) is a financial advisory firm headquartered in New Hyde Park, NY. They manage $354,690,993 in 787 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management355MILLION
Total Number of Accounts787ACCOUNTS
Average Account Value$450,687
- 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 New Hyde Park, NY and has over 30 years of experience in the finance industry.