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SHULMAN DEMEO ASSET MANAGEMENT, LLC
CRD 142897File 801-67835
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$815.4M
Above cohort median (national)
Discretionary AUM
$731.4M
Non-discretionary $83.9M
Clients
356
895 accounts
Employees
6
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 26, 2007
- Principal office
- 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
- Phone
- 516.708.9955
- Website
- HTTP://WWW.SHULMANDEMEO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $815.4M
- Discretionary AUM
- $731.4M
- Non-discretionary AUM
- $83.9M
- Discretionary accounts
- 867
- Non-discretionary accounts
- 28
- Total accounts
- 895
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 176 | $757.9M |
| Individuals (other than high net worth individuals) | 180 | $57.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — WRAP FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.