CRD: 142897
Shulman Demeo Asset Management, LLC
$815.4M Total AUM
$731.4M Disc. AUM
12.0% 3Y CAGR
6 Employees
356 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-26-2007
- Office Locations
- 1
Office Locations
3000 Marcus Avenue Suite 3W1 Lake Success NY
About Shulman Demeo Asset Management, LLC
Shulman Demeo Asset Management, LLC is a Lake Success-based RIA. The firm has been operating for 19 years. Managing $815.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
62 AVG AGE
$407.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JAMES NICHOLAS DEMEO JR
Chief Compliance Officer, Chief Investment Officer
- CRD
- #1170034
- Ownership
- 50% but less than 75%
Available
Available
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J
JASON HAROLD SHULMAN
Managing Member, Partner
- CRD
- #1342056
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
RAYMOND CARMINE BICKHARDT
--
- CRD
- #5093074
Available
Available
Available
D
DAWN BODAMI
--
- CRD
- #8169918
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,440,606 | $843,645 |
| Non-Discretionary | $83,912,170 | $2,996,863 |
| Total | $815,352,776 | $911,009 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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