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, individual‑owned registered investment adviser that has been SEC‑registered since 2007. The firm focuses on serving individual and family clients through a mix of financial planning and portfolio management for individuals and small businesses, and it also acts as an insurance broker. Fee arrangements include percentage of AUM, hourly and fixed fees, plus other fee types. The firm does not characterize itself as an active ESG investor and is not structured as a capital allocator. Their client-facing work appears oriented toward discretionary portfolio management, with an emphasis on liquid equities and exchange‑traded products complemented by insurance and annuity solutions. The business model combines advisory services with insurance distribution, which can create a broader menu of product solutions for household balance‑sheet planning.
Assets & Accounts
Public Holdings
Investments & Alternatives
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

Dawn Bodami
Client Service Manager, ParaplannerCRD 8169918
Raymond Bickhardt
Operations ManagerCRD 5093074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$443M in ETFs
99%
$440M
<1%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $283M | 365,374 | 63.92% |
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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