Shulman Demeo Asset Management, Llc

EST. AUM
$815,352,776

CONTACTS
3

CLIENT ACCOUNTS
895

Firm Details

Metro area New York City
CRD Number 142897
Website shulmandemeo.com
Client types

Overview

What Sets Them Apart As a boutique asset management firm, they are purposely selective and client-driven. They maintain a limited number of high net worth client relationships to provide highly focused, personalized service so that they can respond and adapt quickly to the clients' changing needs. They 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 the clients' needs and goals. A well-executed, integrated financial plan requires close collaboration across the multiple touch-points that impact a client's financial life. They partner with teams of attorneys, accountants, bankers and other professionals to arrive at an informed and inclusive view of the clients' finances, so clients can move confidently into the future. Investment Independence Their fee-based independence helps to ensure an unbiased advisor-client relationship, so that their interests are naturally aligned with y

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shulman Demeo Asset Management, Llc

Platform Details

Investment Preferences

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