SHULMAN DEMEO ASSET MANAGEMENT, LLC
Lake Success, NY
AUM
$815.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516.708.9955
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, LAKE SUCCESS
2 advisers found
Lake Success, NY
AUM
$815.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516.708.9955
Lake Success, NY
AUM
$651.5M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
516-326-3299