SHULMAN DEMEO ASSET MANAGEMENT, LLC
SEC RegisteredLive with Confidence.
About the firm
Life is what you make of it and, every day, we want to help you make the most of yours.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 180 | $57M |
| High Net Worth Individuals | 176 | $758M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHULMAN DEMEO ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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