SHULMAN DEMEO ASSET MANAGEMENT LLC

HTTP://WWW.SHULMANDEMEO.COM LAKE SUCCESS, NY Investment Advisor How do I update this listing?

Shulman Demeo Asset Management is based out of Lake Success. Shulman Demeo Asset Management is a large advisory firm with 316 clients and discretionary assets under management (AUM) of $404,186,688 (Form ADV from 2018-03-21). Their last reported 13F filing for Q4 2018 included $181,185,000 in managed 13F securities and a top 10 holdings concentration of 82.89%. Shulman Demeo Asset Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 472,046. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SHULMAN DEMEO ASSET MANAGEMENT, LLC
3000 MARCUS AVENUE SUITE 3W1
LAKE SUCCESS NY    11042
Country: United States

Business Phone: 516.708.9955
Fax: 516.708.9951
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,WRAP FEE
Amount of client funds and securities:
Total Number of Clients: 316
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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