Network·Venture Capital
📍 LAKE SUCCESS, NY
SEC CRD #801-67835
Shulman DeMeo Asset Management | Shulman DeMeo Login to Your Account Live with Confidence. Life is what you make of it and, every day, we want to help you make the most of yours. View Market Data Yahoo! Finance Quote for F About Us | Shulman DeMeo Login to Your Account At Shulman DeMeo, we strive to manage our client’s assets with utmost care so they can live with confidence in their future. We’re devoted to understanding your unique needs and aspirations and dedicated to creating plans that are as individual as you are. We study the details to understand the big picture, because we believe that the whole is as important as the sum of its parts. We value strong, long-term relationships based on collaboration, communication and trust. We believe that life is what you make of it and, every day, we want to help you make the most of yours. Download Our Brochure What Sets Us Apart As a boutique asset management firm, we are purposely selective and client-driven. We maintain a limited number of high net worth client relationships to provide highly focused, personalized service so that we can respond and adapt quickly to your changing needs. We are dedicated to delivering thorough financial planning and ongoing asset management services — from account maintenance and monitoring to market analytics and investment strategy — that are attuned to your needs and goals. A well-executed, integrated financial plan requires close collaboration across the multiple touch-points that impact you
JAMES DEMEO
CHIEF COMPLIANCE OFFICER
📞 (516) 708-9955
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AUM
$815M
Location
LAKE SUCCESS, NY
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