Shulman Demeo Asset Management, LLC
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Overview
Shulman Demeo Asset Management, LLC is located at 3000 Marcus Avenue, New Hyde Park, NY. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Shulman Demeo Asset Management, LLC is not a registered broker-dealer.
Shulman Demeo Asset Management, LLC oversees $678.6 million in assets under management across 884 accounts, of which 858 are discretionary and 26 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, and other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Shulman Demeo Asset Management, LLC includes asset-based, hourly, fixed, and other fees. The firm has 162 high net worth clients.
Shulman Demeo Asset Management, LLC is registered in the states of Connecticut, Florida, Louisiana, New Jersey, North Carolina, Pennsylvania, Texas, and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shulman Demeo Asset Management, LLC by the Numbers
$678.6 million
5
884
$767.6 thousand
Products and Services
Shulman Demeo Asset Management, LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, and other services. Notably, Shulman Demeo Asset Management, LLC did not provide financial planning services to any of its customers in the prior financial year. The Company is engaged in selling products or offering services aside from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on the type of financial services offered. Fees billed by Shulman Demeo Asset Management, LLC likely include any combination of the following fee types: asset-based, hourly, fixed, or other. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 2 clients, Shulman Demeo Asset Management, LLC's largest client group by number of accounts is high net worth investors, though it also serves 162 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 45.38%
- Other Individuals - 54.62%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Shulman Demeo Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Shulman Demeo Asset Management, LLC
New Hyde Park, NY
New Hyde Park, NY
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