|
⚲
|
| Shulman Demeo Asset Management LLC
✚
|
|
|---|---|
| CRD # | 142897 |
| SEC # | 801-67835 |
| CIK # | 0001767070 |
| AUM | $579.8 MM (2023-03-09) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 516-708-9955 |
| Address | 3000 Marcus Avenue Lake Success, NY 11042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.8 | |
| QCOM | 147,392.0 | 1.9 | |
| UPS | 157,208.0 | 1.8 | |
| CVX | 294,604.1 | 1.7 | |
| MSFT | 1,918,222.4 | 1.6 | |
| JNJ | 465,600.2 | 1.5 | |
| PFE | 284,248.0 | 1.3 | |
| IBM | 127,593.9 | 1.3 | |
| KO | 269,985.6 | 1.2 | |
| DNP | 3,814.3 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 63.9 |
| (b) Individuals (high net worth individuals) | 160 | 515.8 |
| (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 | 862 | 579.8 |
| By Discretionary | ||
| Discretionary | 838 | 521.1 |
| Non-Discretionary | 24 | 58.7 |
| Total | 862 | 579.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 579.8 | |
| Total | 862 | 579.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001767070] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.6 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.6 |
|
Circle Advisers Inc
✚
|
NY | 0.6 |
|
Fagan Associates Inc
✚
|
NY | 0.6 |
|
Main Street Retirement Planning LLC
✚
|
TX | 0.6 |
|
Erguz LLC
✚
|
TX | 0.6 |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.6 |
|
Pinney & Scofield Inc
✚
|
MA | 0.6 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.6 |