SHULMAN DEMEO ASSET MANAGEMENT, LLC
Tel: 516.708.9955 3000 Marcus Avenue Suite 3w1 Lake Success, New York 11042
About SHULMAN DEMEO ASSET MANAGEMENT, LLC
SHULMAN DEMEO ASSET MANAGEMENT, LLC is a Lake Success, New York based financial advisory firm with nearly $678,593,489 in assets under management and provides investment advisory services for 884 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
142897
Firm SEC#:
801-67835
Assets Under Management:
$678,593,489
No. of Clients:
884
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (ONGOING PORTFOLIO PLANNING AND CONSULTING)
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