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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shulman Demeo Asset Management LLC
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|---|---|
| CRD # | 142897 |
| SEC # | 801-67835 |
| CIK # | 0001767070 |
| AUM | $757.2 M (2025-03-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 516-708-9955 |
| Address | 3000 Marcus Avenue Lake Success, NY 11042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.0 | ||
| Facebook Inc | 3.6 | ||
| International Business Machines Corp | 2.4 | ||
| Microsoft Corp | 2.4 | ||
| Williams Sonoma Inc | 2.2 | ||
| Qualcomm Inc/DE | 2.1 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Home Depot Inc | 1.4 | ||
| Lilly Eli & Co | 1.4 | ||
| Chevron Corp | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 67.0 |
| (b) Individuals (high net worth individuals) | 167 | 690.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 885 | 757.2 |
| By Discretionary | ||
| Discretionary | 858 | 680.0 |
| Non-Discretionary | 27 | 77.2 |
| Total | 885 | 757.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 757.2 | |
| Total | 885 | 757.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767070] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Franklin Parlapiano Turner & Welch LLC
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|
TX | 0.8 |
|
Delta Investment Management LLC
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|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
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CA | 0.8 |
|
Unique Wealth LLC
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FL | 0.8 |
|
TSG Advice Partners LLC
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|
OH | 0.8 |
|
Evernest Financial Advisors
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|
IN | 0.8 |
|
The Family Firm Inc
✚
|
MD | 0.8 |
|
Pinney & Scofield Inc
✚
|
MA | 0.7 |
|
Warner Financial Inc
✚
|
MD | 0.7 |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 0.7 |