LAKE SUCCESS, NYCRD 142897Latest ADV March 16, 2026
Shulman Demeo Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Success, NY. Its latest Form ADV filing, dated March 16, 2026, reports $815M in regulatory assets under management, 6 employees, and 895 accounts.
Assets Under Management
$815M
Employees
6
Offices
--
Total Clients
356
Primary office
LAKE SUCCESS, NY
3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
180
2
HNWI
49.4%
176
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$815Mas of March 16, 2026
Discretionary89.7%
$731M
90% of total RAUM89.7%
Non-discretionary10.3%
$84M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$815M
Total Accounts895
10Y AUM Change+$422M (+107.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee59:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.