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| Shulman Demeo Asset Management LLC
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| |
|---|---|
| CRD # | 142897 |
| SEC # | 801-67835 |
| CIK # | 0001767070 |
| AUM | $678.6 MM (2024-02-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 516-708-9955 |
| Address | 3000 Marcus Avenue Lake Success, NY 11042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.7 | |
| QCOM | 147,392.0 | 2.9 | |
| META | 434,852.0 | 2.6 | |
| MSFT | 1,918,222.4 | 2.5 | |
| WSM | 8,142.2 | 2.0 | |
| LLY | 301,789.7 | 1.8 | |
| CVX | 294,604.1 | 1.5 | |
| IBM | 127,593.9 | 1.5 | |
| HD | 277,648.0 | 1.4 | |
| WMT | 335,434.5 | 1.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 77.3 |
| (b) Individuals (high net worth individuals) | 162 | 601.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 678.6 |
| By Discretionary | ||
| Discretionary | 858 | 610.1 |
| Non-Discretionary | 26 | 68.5 |
| Total | 884 | 678.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 678.6 | |
| Total | 884 | 678.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767070] |
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|---|---|---|
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Sycamore Financial Group Inc
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IN | 0.7 |
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CGC Financial Services LLC
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OR | 0.7 |