Shulman Demeo Asset Management LLC
Shulman DeMeo Asset Management, LLC is a boutique, SEC-registered investment adviser headquartered in Lake Success, New York. The firm, founded by seasoned industry professionals Jason H. Shulman and James N. DeMeo, Jr., focuses on providing highly personalized financial planning and asset management services primarily to high-net-worth individuals. With approximately 5 employees, Shulman DeMeo delivers integrated wealth management, emphasizing individualized solutions, collaboration, and long-term relationships. The firm partners with custodians like Charles Schwab and Fidelity and serves a client base that values fiduciary, fee-based independence and dedicated, holistic financial advice.
Investment Strategy
Shulman DeMeo Asset Management employs a personalized, client-driven investment approach that emphasizes comprehensive financial planning and ongoing asset management. The firm maintains a limited roster of high-net-worth client relationships to ensure highly focused service. Investment recommendations are tailored to each client's unique goals, risk tolerance, and growth objectives, free from conflicts of interest as the firm uses a fee-only, independent structure. Asset allocation and portfolio design are based on thorough market analysis, integration with other professional services (CPA, law, banking), and a long-term partnership philosophy.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 58.39% | $254.0M | 381,221 | $473.87 | $666.18 | +$17.9M |
Q QQQ | INVESCO QQQ TR | 6.02% | $26.2M | 43,635 | $551.64 | $600.37 | +$2.1M |
A AAPL | APPLE INC | 3.69% | $16.1M | 63,062 | $145.09 | $254.63 | +$3.1M |
E EFA | ISHARES TR | 3.16% | $13.7M | 147,263 | $77.67 | $93.37 | +$531.0K |
I IVV | ISHARES TR | 3.00% | $13.0M | 19,481 | $433.43 | $669.30 | +$985.4K |