Shulman Demeo Asset Management, LLC

Overview

Shulman Demeo Asset Management, LLC is an independent, individual‑owned registered investment adviser that has been SEC‑registered since 2007. The firm focuses on serving individual and family clients through a mix of financial planning and portfolio management for individuals and small businesses, and it also acts as an insurance broker. Fee arrangements include percentage of AUM, hourly and fixed fees, plus other fee types. The firm does not characterize itself as an active ESG investor and is not structured as a capital allocator. Their client-facing work appears oriented toward discretionary portfolio management, with an emphasis on liquid equities and exchange‑traded products complemented by insurance and annuity solutions. The business model combines advisory services with insurance distribution, which can create a broader menu of product solutions for household balance‑sheet planning.

Assets & Accounts

Public Holdings

Investments & Alternatives