Shulman Demeo Asset Management, LLC
Firm details
- Headquarters
- New Hyde Park, New York
- CRD number
- 142897
- Registered since
- April 26, 2007
- Website
- www.shulmandemeo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI92.96%
- Individuals7.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shulman Demeo Asset Management, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2007. The firm serves individual and family clients and combines fee models that include a percentage of AUM, hourly charges, fixed fees and other arrangements. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which aligns with its use of annuity products. Shulman Demeo does not market itself as an active ESG investor and is not reported as a multi‑state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- State & Local Bonds29%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
James Demeo
Chief Investment OfficerCRD 1170034
Contacts
3 of 3
Jason Shulman
Managing PartnerCRD 1342056
Raymond Bickhardt
Operations ManagerCRD 5093074
Dawn Bodami
Client Service Manager, ParaplannerCRD 8169918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$471M in ETFs
100%
$469M
<1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $278M | 372,247 | 59.01% |
Location
New Hyde Park, NY
Nassau
Location
New Hyde Park, NY
Headquartered in New Hyde Park, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 3000 Marcus Ave
- Time zone
- ET (UTC-5)
- Office locations
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